We plan for freedom, safety, and security. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person.
Financial Planning & Investment Advisory Firm with Offices in New York and Santa Fe (N.M.)
Our philosophy is to provide conflict-free services and place our clients' needs first. We work only for you - not a broker, bank, or insurance company. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own.
At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by customizing financial plans and investment accounts to achieve long-term goals. We provide comprehensive wealth management services to deliver peace of mind.
Our experienced financial consulting 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. We use a detailed discovery and analysis process to help create a financial plan that works best for you. Steps to create a plan include: (1) Consultation (2) Discovery (3) Evaluation of Strategy and Alternatives (4) Implementation and (5) Review.
Financial plans and personal finance strategies are developed by a CERTIFIED FINANCIAL PLANNER™ (CFP®) to meet clients’ unique and evolving situations. Our CFP’s are compensated for their time and expertise in comprehensive financial planning and investment management under a clear fee structure.
When it comes to your personal finances, having the right plan and investment portfolio is crucial to achieving financial freedom and security in the future.
Featured in the Media
Professional Designations & Affiliations
