Unbiased & Independent Financial Advice to
Help Clients Achieve Long-Term Goals
Fiduciary New York Financial Planner

Financial Planning & Investment Management Firm with Offices in New York and Santa Fe

Independent, fee-based fiduciary financial planning and investment management firm working virtually or in-person with clients.

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

Financial plans are constructed by a CERTIFIED FINANCIAL PLANNER™ to meet clients’ unique and evolving situations.

We Offer the Following Fee-Only & Fiduciary Financial Advisor Services:

Fiduciary Santa Fe Financial Planner

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