Wharton Wealth Planning, LLC / Premier Financial Advisor in New York City, New York

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Financial Advisor Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Middle Income Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Sustainability Wealth Management Women's Issues Young Investors
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