Adam Rubin is the newest member of Wharton Investment Consultants, bringing enthusiasm, curiosity, and a passion for learning to every client relationship. With more than 15 years of experience as a small business owner, Adam leverages his financial expertise, organizational skills, and interpersonal strengths to make a meaningful impact on the lives of his clients and their families.
Adam earned his degree in Management/Finance from Towson University in Maryland and is in the process of becoming a CFP® certificant, further deepening his commitment to professional excellence. Adam works alongside his mother, Marsha Rubin, forming one of the few mother/son teams in the industry. This partnership blends generational perspective with a shared dedication to client success.
Adam’s approach is rooted in collaboration, clarity, and care. Whether it’s helping individuals prepare for retirement or guiding families through the process of building multigenerational wealth, he empowers clients with confidence and understanding.
Adam lives in Warrington PA with his wife Allison and two boys, Lucas (9) & Logan (6). When he is not assisting clients, Adam enjoys playing outdoors with his sons, running, and is an avid golfer.