# Wharton Wealth Planning

> Investment and Retirement Solutions

- Canonical listing: https://agencysource.com/agencies/wharton-wealth-planning
- Location: New York, NY
- Categories: [Custom Software Development](https://agencysource.com/categories/custom-software-development), [Accounting & Finance](https://agencysource.com/categories/accounting-finance)
- Services: Financial Advising & Planning
- Team size: 2 - 9
- Hourly rate: $200 - $300 / hr
- Minimum project: $10,000+
- Founded: 2006
- Website: https://whartonwealthplanning.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

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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