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What we do

Professional, objective financial advice is valuable. Let us help you succeed.

Wharton Investment Consultants provide independent advice and portfolio management. We utilize third-party custodians for transparency to provide secure monitoring and reporting for all of your accounts. We offer financial plans that give you a clear view of your overall financial picture.

We work in conjunction with your other financial professionals on estate and tax planning to make sure all the parts are implemented for the best possible outcome.

Our team  helps create a road map for your future. Our input is unbiased and always in your best interest.