Wharton Investment Consultants

Advisor Value Statement

Wharton Investment Consultants is built on a foundation of uncompromising, client-centered values that we believe sets us apart.



Our advisors have a fiduciary duty to work in their clients best interests.


We are commited to trust, integrity and accountability.


Providing tailored solutions that meet your needs.






We are committed to helping our clients improve their long-term financial success. Our customized process is designed to help you understand your options. We believe that process is much more important than product.


We are accountable to our clients - we say what we do , and do what we say.


We help you make more informed and effective financial decisions that allow you to feel relieved, confident , self-assured and empowered - and feel good about your wealth.


We believe financial advice is about having a plan that is customized to reflect your life's goals and beyond just your finances.



At Wharton Investment Consultants, we don’t succeed in spite of our client-centered approach. We succeed because of it.