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From Wharton Wealth Planning

Santa Fe and New York Financial Advisor (Certified Financial Planner) 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 place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free. Financial plans and personal finance strategies are developed by a dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA. Our experienced financial planning team can help you implement a financial plan that is specific to your investment goals, cash-flow needs, family circumstances, and financial and tax situations.

Hours

Monday: 8:30AM - 5:30PM
Tuesday: 8:30AM - 5:30PM
Wednesday: 8:30AM - 5:30PM
Thursday: 8:30AM - 5:30PM
Friday: 8:30AM - 5:30PM
Saturday: ClosedSunday: Closed

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