Wharton Wealth Planning, LLC

Wharton Wealth Planning provides independent financial-planning and investment management services to individuals, families and small businesses. Our philosophy is that independent, fee-only advice yields the best financial solutions. Our goal is to provide conflict-free services and place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person.

Financial plans and personal finance strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA. Our experienced certified financial-planning team can help you implement a financial plan that is specific to your investment goals, cash-flow needs, family circumstances, and tax situations. We use a detailed discovery and analysis process to create a comprehensive plan to deliver peace of mind.

Advisory services include: investment portfolio planning, tax planning, retirement planning (distributions and conversions), estate planning, cash flow planning, education planning, and insurance needs analysis. Wharton Wealth Planning reviews investment portfolios and suggests asset allocations that take a long-term, tax-efficient view, enabling investments to compound over time to optimize the outcome. We can perform annual reviews to monitor and rebalance the portfolio based upon the client's individual needs.

Our process is to schedule a thirty-minute no-obligation meeting to review your current situation and goals. If you decide to proceed, simply upload a list of requested documents to a secure, online portal using a checklist we will provide. Once we have all of your data, we provide our analysis in approximately two to three weeks.

Lots more information about our firm, including media mentions and published articles, can be found on our website.


Advisors at this Office


This Office

150 Washington Ave #201 Santa Fe, NM 87501 Phone: (646) 450-7021

Primary Office

3 Columbus Circle, Floor 15 New York City, NY 10019 Phone: (646) 450-7021

Other Offices

150 Washington Ave #201 Santa Fe, NM 87501 Phone: (646) 450-7021