Independent by Choice

Welcome to Wharton Investment Consultants

Fiduciary Advisors

Welcome, we're Wharton Investment Consultants, a financial organization 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.

Advisor-Guided Support - Fee for Service Advice

If you are not in need of our investment services full time because you like to do it yourself, but may benefit from advisor-guided support, our Fee-for-Service Agreement might be just what you need.

This service can be paid either monthly or quarterly, via credit card, debit card or ACH.  We use the same tools and processes as we do for our investment management clients, however you are taking the necessary management and monitoring steps on your own, WITH OUR GUIDANCE as necessary.

Many of you will do well to consider Fee-for-Service as an add-on for a more complete process.

The Value Of A Second Opinion

If you are already working with an advisor, you have made a wise choice to work with a profess ional, as with mechanics and doctors, it can be a good idea to get a second opinion, if for no other reason than you may sleep better knowing you have made the right choices with your current advisor.

We provide a courtesy review at no cost or obligation, there’s no catch: no one is perfect, and if there’s anything your current advisor missed, you want to be able to correct it sooner than later.