Independent by Choice



Welcome to Wharton Investment Consultants



Fiduciary Financial Advisors



Welcome, we're Wharton Investment Consultants, based in Wilmington Delaware, serving clients in Delaware and the surrounding States and States further afield.


We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.


Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.