A Firm Built Around Retirement Decisions

I founded Mark Sharp Retirement to work specifically with people approaching retirement and those navigating its early years—when the financial focus begins shifting from accumulating resources to deciding how those resources should be used.

During this period, questions about spending, retirement income, taxes, and investments increasingly affect one another. The work is not simply to answer each question as it arises, but to determine what requires attention, understand the tradeoffs, and carry those decisions forward over time.

That is why the firm is structured around ongoing retirement coordination rather than isolated recommendations or investment management alone.

The objective is not to predict what will happen or identify a single perfect course. It is to help clients make informed decisions while understanding what those decisions may affect next.

What Makes This Firm Different

• Retirement-focused specialization — The practice is built primarily for people approaching retirement and navigating its early years, when accumulated resources must begin supporting spending.
• Spending-first framework — Spending establishes what retirement resources need to support before income, tax, and investment decisions are evaluated.
• Ongoing retirement coordination — The relationship is structured around identifying what requires attention, carrying decisions forward, and revisiting them as circumstances change.
• Defined annual planning rhythm — Regular planning points throughout the year provide structure for addressing time-sensitive decisions, reviewing what has changed, and determining what comes next.

About Mark

Mark Sharp, CFP®, RICP®, WMCP®
Founder, Mark Sharp Retirement

Mark Sharp is the founder of Mark Sharp Retirement, a fee-only fiduciary advisory firm serving clients virtually.

His work focuses on the decisions people face as they move from accumulating retirement resources to using those resources to support spending. That includes coordinating retirement income, tax planning, and investment decisions within an ongoing advisory relationship.

Mark is the author of How to Generate Retirement Income and Help Me Understand What I Might Be Missing, which explore retirement income and the interconnected decisions that arise before and during retirement.

Continuity You Can Count On

As a focused advisory firm, continuity is an important part of how the practice is structured.

Client assets are held with an independent custodian, advisory records and ongoing coordination work are documented, and business continuity procedures are maintained to address an unexpected disruption to the practice.

These arrangements are intended to support essential functions and provide an orderly process if circumstances ever prevent me from serving clients as expected.

Professional Qualifications

Explore Further
What We Do — See how spending, income, tax, and investment decisions are coordinated over time.
Who We Serve — See the retirement situations and households our ongoing advisory relationship is designed to support.

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