Mark Sharp Retirement

Overview

Mark Sharp Retirement is an independent, Oregon-registered limited liability company that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It operates on an hourly and fixed-fee basis and is owned by an individual. Business activities include acting as an "other financial product" salesperson, and the firm describes itself as a capital allocator rather than a product-centric broker. The adviser does not identify as an active ESG investor and is not organized as a multi-state or pension consultant practice. Services emphasize planning and portfolio oversight for a small, private client base, with the option to bring in outside managers or specialists when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices