About Company

Wharton Wealth Planning is an independent, fee-only Certified Financial Planner™ (CFP®) firm based in New York City, with additional offices in Santa Fe, NM, and Englewood Cliffs, NJ. The company offers comprehensive wealth management, financial planning, investment advisory, and retirement planning services designed to simplify and optimize clients’ financial lives. Wharton Wealth Planning operates as a fiduciary, meaning the firm is legally and ethically bound to put clients’ interests first, with no commissions or affiliations with banks, brokers, or insurance companies. With over two decades of experience, the firm uses an evidence-based investment approach and holistic strategies tailored to each client’s goals, ensuring diversified portfolios, minimized costs, and tax-efficient outcomes. As a NAPFA-registered financial advisor, Wharton Wealth Planning is recognized for its rigorous standards, transparency, and client-centered approach, helping individuals and families navigate life events with confidence and secure long-term financial well-being.

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