Bergen County Fee-Only Certified Financial Advisor Providing Customized Investment & Retirement Solutions
Bergen County Fee-Only Certified Financial Advisor Providing Customized Investment & Retirement Solutions
Retirement Planning and Investing Expertise
As a fee-only financial planner and fiduciary, Wharton Wealth Planning is obligated always to put client interests first. Our fee-only approach helps create the greatest amount of objectivity in our recommendations, and we do not accept commissions or other compensation from financial product companies.
We assist individuals and families in Englewood Cliffs, Tenafly, Alpine, and surrounding Bergen County, New Jersey, with over 25 years of experience in professional finance. We serve clients with their retirement planning, investment management, tax mitigation, and cash-flow needs to help protect and grow their assets. Each service is tailored to meet our clients' unique needs, from crafting personalized investment portfolios to navigating complex financial landscapes and ensuring tax efficiency.
Financial plans and asset management strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA. We can help make life transitions less time-consuming by monitoring your accounts for opportunities and solutions that align with your long-term financial goals.
Our financial planning and investment management processes focus on long-term tax minimization. We evaluate potential tax consequences in all areas of financial planning to uncover opportunities to reduce your taxes.
Our financial advisor team can help you assess the degree to which you are ‘on track’ for a future or current retirement. We use sophisticated analytical techniques to develop a cash flow and investment strategy designed to maximize the chances that our clients will succeed at achieving their goals.
Wealth Management Customized to Meet Your Goals
What can I expect as an ongoing client?
A continuous one-to-one relationship with an experienced certified professional with decades of experience
Prompt responses to your phone calls and emails (within 24 hours)
Proactive changes and rebalancing within your wealth management program
Availability for ad-hoc planning meetings
24/7 website access and pricing updates to your financial accounts and statements
Planning around major life changes
Easy electronic account funding & withdrawal process
Online private and secure document folder (with encrypted data security) to share, organize, and store important information
Our office is conveniently located in northern Bergen County, New Jersey just north of Manhattan near the George Washington Bridge, off the Palisades Parkway, close to Route 4, I-95 and Route 46. Our office is easily accessible from Fort Lee, Englewood Cliffs, Tenafly, Hackensack, Teaneck, Alpine, and surrounding areas of New Jersey.
