Independent by Choice

Welcome to Wharton Investment Consultants

Fiduciary Advisors

Settings goals is the first step in making the invisible viable!

Welcome, we're Wharton Investment Consultants, a financial organization based in Wilmington Delaware, serving clients in States far and wide.

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.


AdviceWorks is now available to our clients. 

What is AdviceWorks?

This easy-to-use digital platform allows you to collaborate better with your financial professional. Now you can see all your finances — in one place. Set goals and measure progress. Store important documents securely online.   Share documents with your Financial Advisor. All without ever leaving your keyboard or mobile device. 

You can get a sneak peak here