Wharton Investment Consultants

CONNECT

Address:

2055 Limestone Road, Suite 200F
Wilmington, DE 19808

Phone:

302-239-2111

Fax/Other:

888-438-6460

James Whisman, Jr., CPA, CFP®, AEP®

James Whisman, Jr., CPA, CFP®, AEP®

Financial Advisor

James is the owner of Colonial Income Tax Service, LLC (a registered Certified Public Accounting Firm). After acquiring experience with national and local CPA firms, he founded the firm with the objective of providing tax planning and preparation along with providing retirement planning services.

Independent from his role as a registered representative, Jim is a Certified Public Accountant (CPA) and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP®)and Chartered Life Underwriter (CLU®). He is a member of the American Institute of Certified Public Accountants, Society of Financial Service Professionals, Financial Planning Association, and several other organizations.

Phone 302-239-2111
Fax 888-438-6460