Wharton Wealth Planning
Investment and Retirement Solutions
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About Wharton Wealth Planning
Wharton Wealth Planning is a Manhattan-based, fee-only fiduciary financial planning firm serving individuals and families throughout New York City. As a CFP and NAPFA member firm, we provide objective, conflict-free advice and are not compensated through commissions or product sales. We specialize in financial planning for high-income professionals, physicians, pre-retirees, and retirees, with a strong emphasis on retirement planning, investment management, and tax-aware strategies. Our approach integrates cash-flow planning, portfolio construction, tax optimization, and risk management to help clients make confident decisions. Located in Midtown Manhattan near Columbus Circle, our advisors hold advanced CFP and MBA credentials.
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