Wharton Investment Consultants

CONNECT

Address:

2055 Limestone Road, Suite 200F
Wilmington, DE 19808

Phone:

302-239-2111

Fax/Other:

888-438-6460

Marsha Rubin CPA, CFP®

Marsha Rubin CPA, CFP®

Financial Advisor

Marsha has been a CPA since 1977, a CFP® certificant since 1987, and has an MBA from the Wharton School of the University of Pennsylvania.

Marsha is passionate about helping her clients succeed, simplifying their lives, and providing suitable investment recommendations.

Marsha considers herself the equivalent of the old family doctor. "I make house calls, if needed. I make every effort to know and understand my clients and their situations. What I am striving for is to take my knowledge and experience, and to be able to look out of my client’s eyes and see what seems to make sense for them."

Marsha lives and works in Wallingford, PA.

Once again Marsha was named one of the 2015 Delaware Five Star Wealth Managers.

The Five Star Wealth Management Award , issued by Five Star Professional, a third party research firm, identifies 7% of wealth managers within a local region who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. Five Star award recipients were nominated by either their broker/dealer or peers. Factors considered include: a minimum of five years of experience in the financial services industry, acceptance of new clients, one year and five year retention rates, number of client households, and client assets under management. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional's consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony. Recognition from rating services or publications is no guarantee of future investment success. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation. For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.

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