Independent and Fee-Only Certified Financial Planner Providing Customized Investment & Retirement Solutions
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Providing peace of mind and confidence in your future. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person.

Independent and Fee-Only Certified Financial Planner Providing Customized Investment & Retirement Solutions
Independent and Fee-Only Certified Financial Planner Providing Customized Investment & Retirement Solutions
A green background with white windows and a house.

Providing peace of mind and confidence in your future. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person.

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

Our philosophy is to place our clients' needs first by providing conflict-free services and to simplify the means by which our clients achieve their investment 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. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best investment and retirement solutions. A fiduciary standard obligates us 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 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.

At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, 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.

Whether you are early in your career and starting to think about retirement or retired 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. 

Develop an investment strategy and a retirement plan to better address your circumstances and goals and to achieve a more secure future.

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Professional Designations & Affiliations

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