Financial Advisors and Wealth Management in Charlotte, NC

CFP®

Senior Managing Partner

Kelly Straub is a Senior Managing Partner and the Founder of SHARP ADVISORS. He is a “CERTIFIED FINANCIAL PLANNER™” and an active member of the Charlotte Financial Planners Association.

Kelly feels that “Retirement planning is a lifelong journey, not a one-time event.” He helps his clients take control of their retirement planning, by providing advice designed to help avoid costly mistakes and accumulating wealth while they are still working and then professionally managing that wealth during their retirement.

He believes in the “Golden Rule”, treat others the way you would like to be treated. Kelly says, “If we help enough people get what they want out of life, we’ll get what we want out of life. Most people want to do business with someone they know, like and trust. Personal relationships, customer service, and consistent professional advice are the three most important values and services we can provide to our clients.”

Prior to founding SHARP ADVISORS and Straub & King Retirement Planning, Kelly was a Regional CEO, for a national financial planning firm, responsible for advisors in North and South Carolina. Mr. Straub is a Registered Representative with LPL Financial., Member FINRA/SIPC, and an Investment Advisor Representative with Merit Financial Group, LLC a SEC registered investment adviser.

Kelly has a Bachelor of Science in Accounting from Florida State University and Florida Atlantic University. He lives in Charlotte, North Carolina with his wife Sheri and three children, Jason, Adam and David. Kelly is a volunteer at the Telecomm Pioneers.

CFP®, CIMA®, AIF®

Wealth Manager | Partner

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Marcus Anderson is a CERTIFIED FINANCIAL PLANNER^TM professional and has earned the Certified Investment Management Analyst® designation and an Accredited Investment Fiduciary® designee with a B.A. in Business Economics from University of California, Santa Barbara.

At age 20, he was compelled to serve in this industry after experiencing a family crisis and vowed to guide and help as many people as he could with Estate, Retirement, and Investment Planning.  He started as a Financial Advisor with Morgan Stanley in 2001 and later joined LPL Financial and spent the last 8 years there as a Vice President, Regional Advisory Consultant specializing in consulting with financial advisors on delivering high quality and meaningful services to their clients. 

“There is nothing more fulfilling than seeing the sense of relief and confidence my clients feel when they know they are prepared.”  Marcus believes that “Financial Planning is an ongoing process that needs to move with the motion of life and by having a trusted partner to guide you through the turbulent times, makes for a much smoother ride.”

Originally from San Diego, he moved his family to Charlotte, NC in 2008 with his wife Kathy and his two children, Hana and Ace.  He has a passion for traveling, backpacking, 4 wheeling, adventure racing, and anything to do with the outdoors. He also volunteers with his wife at the Ronald McDonald House Charities.