Wharton Wealth Planning
Wharton Wealth Planning provides independent wealth management and retirement planning services to individuals, families and small businesses. Whether you are early in your career and starting to think about retirement or retired seeking to maximize portfolio returns and retirement income, we can help you. Our philosophy is that independent, fee-only advice yields the best financial solutions. As a fiduciary, we are independent, objective, and commission-free. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients.
Asset management strategies and retirement planning solutions are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA. Our experienced certified financial-planning team can help you implement a financial plan that is specific to your investment goals, cash-flow needs, family circumstances, and tax situations. We use a detailed discovery and analysis process to create a comprehensive plan to deliver peace of mind.
To create your financial plan, we will use a secure planning platform (RightCapital) to get organized (link accounts, budgeting, cash flow, retirement goals, and dates, etc.). We will work to incorporate all information that you share about your personal and financial goals and concerns. We'll build, revise, and adjust your plan to show numerous scenarios (and alternative scenarios), along with our recommendations. At that point, we can determine your best path forward and the correct action steps.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.