Wharton Wealth Planning

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Santa Fe (NM) Fee-Only Financial Advisor and Certified Financial Planner (CFP®) providing in-person and virtual fee-only retirement planning and investment advisory services. Our philosophy is that independent, fee-only advice yields the best financial solutions. Our goal is to provide conflict-free services and prioritize our clients' needs. As fiduciaries, we are independent, objective, and commission-free. Financial plans and asset management strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA. Whether you are considering retirement or retired, seeking to maximize returns and retirement income, our financial consulting team can help you implement a financial plan to achieve your goals.