Wharton Wealth Planning, LLC was founded to follow the strategies and principles that firms providing financial advice should follow but often can't follow because they employ internal policies that pose potential conflicts of interest.


As an independent Registered Investment Advisor firm, we are not tied to any particular family (brand) of funds or investment products. We select the products we believe are best for your long-term financial well-being. We use an independent third party to custody your assets for safety and security purposes.

Unbiased Recommendations

Unlike many other brokers and advisors, our advisors' compensation is not based on what products are used to implement your investments. We are not affiliated with any bank or brokerage firm and can select our investments from any provider.

You receive unbiased recommendations.


As a Registered Investment Advisor firm, we are experienced fiduciaries and place our clients' best interests first. We are committed to our clients' financial goals and seek to build strong and long-lasting relationships with our clients.

When seeking wealth-management strategies, it is important to bear in mind that not every firm providing financial advice is a fiduciary.


We do not accept commissions or accept any type of third-party compensation for investment management services. We do better and grow when our clients do better and grow. Fee-based advisors are motivated to build a long-term relationship of trust with you and not to make sales to earn bonuses.

No hidden fees or agenda and no sales pressure.

Virtual Financial Advisor

We can work with clients as a Virtual Financial Planner by using secure, on-line video conferencing technology and file sharing. Working with a Virtual Financial Advisor enables clients to meet with us when it is most convenient for them and minimizes travel time and paper waste. Digital financial planning also allows clients to select the best advisors for their specific needs and does not limit clients to working with someone based solely on shared geography. A hybrid approach also allows clients to work with us virtually for most or part of the time, while meeting face-to-face when desired.

Peace of Mind with an Integrated Approach

We leverage extensive professional experience, educational training, and relationships to help achieve clients' long-term objectives.

At Wharton Wealth Planning, LLC, you will receive the attention of an experienced, credentialed professional. Our financial planners are CERTIFIED FINANCIAL PLANNER™ practitioners. CFP® professionals have met extensive training and experience requirements and take a holistic, personalized approach to bringing all the pieces of a client's financial life together.

CERTIFIED FINANCIAL PLANNER™ practitioners have taken additional steps to demonstrate their professionalism by completing a rigorous certification process, meeting continuing education requirements for ongoing certification, and adopting the CFP® Board's Code of Ethics.