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.