Independent Certified Financial Planner Advice to Help Clients Achieve Long-Term Goals
New York Certified Financial Advisor (CFP)

Financial Planning & Investment Advisory Firm with Offices in New York and Santa Fe (N.M.)

Independent, fee-only fiduciary financial planning and wealth advisory firm working virtually or in-person with clients.

At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by structuring financial plans and investment accounts to achieve long-term goals.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations.

Financial plans and personal finance strategies are developed by a CERTIFIED FINANCIAL PLANNER™ to meet clients’ unique and evolving situations.

We Offer the Following Fee-Only & Fiduciary Wealth Planning Services:

Santa Fe and Los Alamos Certified Financial Advisor (CFP)

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