Our Firm
About Us
At Wharton Investment Consultants, we believe exceptional financial guidance begins with understanding the people we serve.
As fiduciary advisors based in Delaware (19808), we provide highly personalized financial planning built around your family, your priorities, and your life’s unique story.
We don’t start with products or predictions — we start with listening.
With decades of combined experience in wealth management, tax‑efficient planning, retirement income strategies, and generational guidance, we help you navigate life’s milestones with clarity and confidence. Whether you are preparing for retirement, creating legacy plans for the next generation, or managing wealth with purpose, we walk alongside you every step of the way.
Our commitment is simple:
your interests first, always.
Meet Our Team
Our team has over 70 combined years of experience helping lead people to the fulfilled life they imagined. With our industry knowledge and dedication to our clients, we can help you create a retirement plan for your specific goals. Schedule a time to meet our team!
Our Core Values
Listen First, Always
We understand everyone’s journey is different. We work hard to learn about your goals and desires, first, so we can ensure our recommendations serve you best.
Complete Ownership
We don’t know everything, but we are committed to helping clients with any concern. We maintain an extensive network of professionals and we’re quick to refer clients to the best solution.
Clear Advice
We know the financial world is complex. Our clients rely on us to simplify it. They come to us because they know we’ll offer honest advice they can understand each and every time.
Client Experience is Key
The client experience is always on our minds. We’re always interested in finding new ways to make working with us convenient, easy, and pleasurable.