Wharton Wealth Planning

Independent, fee-only fiduciary financial planning and investment advisory firm with offices in New York and Santa Fe.
Independent, fee-only fiduciary financial planning and investment advisory firm working as a virtual advisor or in-person with clients.

At Wharton Wealth Planning, a Certified Financial Planner™ will help clients navigate life events (retirement, divorce, inheritance, career) by structuring financial plans and investment portfolios to achieve long-term goals.

As an independent Registered Investment Advisor firm, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.