Independent and Fee-Only Certified Financial Planner Services to Help Clients Achieve Their Goals
fee only certified wealth advisor

Providing peace of mind and confidence in your future. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person.

A table and digital board showing how a fee-only certified financial advisor can help with wealth management in new york city

Financial Planning & Registered Investment Advisor Firm with Offices in New York and Santa Fe (N.M.)

Our philosophy is to place our clients' needs first by providing conflict-free services and to simplify the means by which our clients achieve their personal finance goals. The way financial advisors are compensated can make a significant difference in the recommendations they make. We are not affiliated with any brokers, banks, or insurance companies, and work only for you under a straightforward and transparent fee structure. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own.

Financial plans and personal finance strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA to meet clients’ unique and evolving situations. We spend time getting to know you and all the pieces of your financial life to provide a detailed plan that allows you to feel confident in your future.

At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by customizing financial plans and investment accounts to achieve long-term goals. We provide comprehensive wealth management services to deliver peace of mind.

Our experienced financial consulting 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. Steps to create a plan include: (1) No-obligation Initial Meeting (2) Discovery (3) Evaluation of Strategy and Alternatives (4) Implementation and (5) Review.

To achieve a secure financial future, having the right plan and investment portfolio is crucial to your personal finances.

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