As a fee-only financial planner and fiduciary, Wharton Wealth Planning is obligated to always 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 Santa Fe, Los Alamos, and surrounding areas, 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 organize, grow and protect 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. We are focused on helping our clients make well-informed decisions that best meet their particular life objectives.

Financial plans and asset management strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA. We walk our clients through the process step by step and make an effort to educate them in a way that is easy to understand. 

Our financial planning 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 that is designed to maximize the chances that our clients will succeed at achieving their goals.