Flaharty Asset Management

Overview

Flaharty Asset Management is a registered investment advisor based in Clearwater, Florida, providing comprehensive financial planning and portfolio management services. The firm specializes in wealth management, institutional asset management, asset allocation, and offers services such as Certified Financial Planner and Chartered Financial Analyst designations. Their investment focus includes fixed income, private equity, real estate, and venture capital, targeting various stages from early to late stage investments, including pre-IPO, buyout, turnaround, and distressed situations. The firm's geographical focus is primarily within the United States, serving clients across the country. Flaharty Asset Management emphasizes a fiduciary standard of care, ensuring that client interests are prioritized in all financial decisions. They are committed to guiding clients through life's transitions with trust, honesty, and integrity, offering personalized strategies tailored to individual needs and goals. The firm's mission is to help clients make sound financial decisions and simplify their lives, providing clarity in a complex environment and discipline to stay the course. Their investment process and discipline help clients stay the course, and they offer a concierge desk to help clients enjoy the finer things in life. Flaharty Asset Management is a separate entity from LPL Financial, with offices in Clearwater and Punta Gorda to meet the needs of their valued clients.