Craig Sharp, CFP®, CPFA®

Craig Sharp joined Rockefeller Global Family Office as a Private Advisor, Managing Director on Axiom Wealth Partners.

Prior to Rockefeller, Craig was with Merrill for 20+ years, where he founded the group after teaching economics for five years. Craig focuses on advising individuals, non-profit organizations, foundations, and retirement plans on a wide range of investment management strategies. He helps clients develop wealth management strategies through a defined process that includes: goal definition, portfolio development, risk management, performance measurement, income management, and liability management.

Craig leads the group’s wealth management services for high net worth individuals and nonprofit organizations. Leveraging the same resources that have guided the Rockefeller’s for over 140 years, Craig provides an elevated client experience focused on tailoring the services to meet his clients’ dynamic needs that unfold throughout every stage of wealth.

Craig earned his CFP® certification from the Certified Financial Planner Board of Standards, Inc. He has a BA degree from Hope College and a Master’s Degree from the University of Michigan.

Named to Forbes “Best-in-State Wealth Advisors” list in 2018, 2019, 2020, 2021 and 2022*

*The Forbes “Best-in-State Wealth Advisors rankings discussed above were designated in 2018, 2019, 2020, 2021, and 2022 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.