Unbiased & Independent Financial Advice to
Help Clients Achieve Long-Term Goals

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:
