Financial Advice and Investments for a Secure Future
Financial Advice and Investments for a Secure Future.
Certified Financial Planning and Investment Advisory Firm in New York City
Our philosophy is to place our clients' needs first by providing conflict-free financial planner and investment services and to simplify the means by which our clients achieve their wealth management and retirement goals. The way financial advisors are compensated can make a significant difference in the recommendations they make. We are not affiliated with any brokers, banks, or insurance companies, and work only for you and your financial goals under a straightforward and transparent fee structure. We are exclusively fee-only. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best investment and retirement solutions. As a Registered Investment Advisor (RIA), we have a fiduciary duty to act in good faith and put your interests ahead of our own.
Financial plans and asset management strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA to meet clients’ unique and evolving situations. We bring an interdisciplinary approach to the challenges of investments and financial planning. With over two decades of hands-on experience, we provide the expertise necessary to navigate the complexities of investing while maintaining focus on your personal objectives.
We are also a NAPFA-registered financial advisor, a designation from the National Association of Personal Financial Advisors, an organization known for its rigorous education and training standards, fee-only compensation, and client-centered financial planning. We spend time getting to know you and all the pieces of your financial life to provide a detailed plan that allows you to feel confident in your future.
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Our Approach Can Help You Retire With Less Stress and More Confidence
At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, widow(er)s, inheritance, career) by customizing investment accounts and solutions to achieve long-term retirement goals. We provide comprehensive wealth management services to deliver peace of mind and develop a full perspective that takes into account where you are now and, most important, where you want to go.
We aim to provide you with a sophisticated institutional-grade investing approach delivered in a portfolio based on your personal needs. Our evidence-based methodology combines decades of experience in applying financial science to client portfolios, effectively integrating investment management, informed financial strategies, and efficient tax planning.
Whether you are early in your career and starting to think about retirement or retired and seeking to maximize portfolio returns and retirement income, our experienced financial consulting team can help you implement a plan and an asset management strategy that is specific to your cash-flow needs, family circumstances, investment objectives, and tax situation. We use a detailed discovery and analysis process to make life transitions less time-consuming and to create financial solutions that work best for you.Â
Get in Touch With Us to Discuss Your Questions and See If We May Be a Good Fit for Your Needs
Please let us know what specific areas you would like help with. There is no charge for an initial meeting. During the introductory meeting, we will discuss your current financial situation, future goals, and concerns. We will also answer your questions and introduce you to Wharton Wealth Planning’s services.
We look forward to meeting you.
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Or Give Us a Call at 646 450-7021
Book an Introductory Call
FINANCIAL
PLANNING FAQS
Common Questions on
Financial Planning and
Investing
A financial plan should include a review of your goals and objectives, investment portfolio, pre-retirement and post-retirement income and expense projections, retirement and investment account type choices, retirement planning strategies, tax planning, charitable giving, and asset protection (insurance) strategies, as well as concrete recommendations and steps for implementing your goals. A financial plan should illustrate numerous scenarios (and alternative scenarios) you may have to choose from to help determine the best path forward.
A financial plan may also incorporate success probabilities for achieving your goals. We utilize the financial plan developed together to construct a portfolio tailored to your specific needs and risk tolerance.
Professional Designations & Affiliations
 Financial Planner NYC | New York, NY
Our New York City office is conveniently located near Columbus Circle on 8th Avenue between 57th and 58th street (just south of Central Park) in Manhattan.Â
NYC neighborhood areas we serve include:Â
Upper West Side: Columbus Circle, Lincoln Center, and Manhattan Valley | Upper East Side: Carnegie Hill, Yorkville, Lenox Hill, and Sutton Place | Midtown: Hell's Kitchen, Turtle Bay, Sutton Place, Theatre District, and Times Square | West Side Downtown: Chelsea, Hudson Yards, Tribeca, West Village, Union Square, SoHo, NoHo, Battery Park City, and Greenwich Village | East Side Downtown: Lower East Side, East Village, NoMad, Chinatown, Bowery, Kips Bay, Murray Hill, and Stuyvesant Town