Our Story · Who we are
An independent firm, built around clients since 1995.
Scharf Group provides financial coaching, financial planning and investment management strategies to clients across the country, independent of their net worth.
Our Story · Our primary purpose
We endeavor to know and understand each client’s financial situation.
We endeavor to know and understand our clients' financial situation and provide them with only the highest quality information, services, and products to help pursue their goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients.
To help pursue valuable results for our clients, we are distinct and creative in our planning and investment process, challenging the conventional methodologies used by many advisors, coaches and planners. Our clients benefit from our team approach, which allows our individual team members to focus on the areas where they have the most skill and passion, while working together to provide a consistent level of service and support.
As a team we are invested in the financial future of each of our clients and are committed to making a difference in their lives and the lives of their families.
Our Story · History
A different kind of financial services company.
Founded by Glenn Scharf in 1995 after spending nine years at Prudential Securities before realizing that he wanted to create a different kind of financial services company. Of his time at Prudential, Scharf says that he learned a great deal about how he wanted to service his clients. He describes Prudential's Philadelphia office as a dynamic working environment, but came away with an understanding that the large-scale corporate model was not suited to his personality, or to the needs of the clients with whom he wanted to do business.
He realized that he could provide his clients with more opportunities by moving away from the traditional brokerage houses. Thus, Scharf Group LLC was born; a company whose organizational model and experienced, dedicated team are structured first and foremost around best serving their clients.
Scharf is passionate about what he does, and thrives on conveying that enthusiasm to others. He finds personal inspiration in helping people pursue their financial goals: “When you love what you do, it does not feel like work.” That kind of enthusiasm pays off, as 99% of Scharf Group's clients come to them by way of referral.
Scharf also emphasizes the importance of listening to the particulars of each client's personal situation, and cites client education as a crucial factor in his company's effectiveness. “We educate clients about the entire planning process, not just about products and services,” he says.
“We need to see if there is a fit. Will the client benefit from us and vice versa? We're looking for a win-win relationship where we can add value.”
Our mission
Partnering with clients to develop, implement and monitor financial strategies.
Our mission is to partner with our clients to help them develop, implement and monitor financial strategies to improve their net worth. This gives them confidence in their financial future and makes a difference in their lives and the lives of their families.
One of our primary goals is to develop a long-term, trusting relationship with you.
The question we always come back to
How can we make a difference in your life?
It's the first thing we ask, and a question we keep asking throughout our relationship.
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