Company Overview
Wharton Advisors operates as a Federally Registered Investment Advisor and member firm of National Financial Partners Corp. (NYSE: NFP), the parent company of NFP Securities, Inc. Backed by the ample resources and strength of NFP, we combine leading products, services, and support with the personal attention for which our specialized firm is known.
Our mission is to leverage our unique mix of expertise and resources to individually tailor Group Retirement Plans and Custom Non-Qualified Plans for Trustees and high net worth individuals to achieve clear financial security goals. We guide clients from Plan design all the way through proper implementation.
Our differentiators include:
- Personal, client-focused service from a local, specialized firm
- Objective, unbiased advice from a firm with a track record built on trust
- Access to financial and intellectual capital, regulatory and compliance support, and technology solutions typically available only to the largest national firms