AMY T. Sharp, Cfp, LLC

Overview

Amy T. Sharp, CFP, LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning and portfolio management with insurance brokerage services, positioning itself to deliver holistic advice around retirement, wealth accumulation and risk management. Fee arrangements include a percentage of assets under management and hourly charges, which aligns with serving clients who need ongoing portfolio oversight as well as standalone planning work. The business model and asset mix point to a preference for liquid, equity-focused portfolios delivered through exchange-traded products and mutual funds rather than heavy use of illiquid or private market structures.

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Public Holdings

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Location & Offices