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Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. The Wharton Financial Group can get you there.

Welcome to the Wharton Financial Group

Our company specializes in longevity. The Wharton Financial Group works with their clients to help them achieve their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future.

Contact us today for a free consultation.

Financial Guidance

At the Wharton Financial Group, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At the Wharton Financial Group, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let the Wharton Financial Group surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary


College Planning

Rising education costs require a forward-thinking plan. The Wharton Financial Group can help you prepare for one of life’s biggest investments.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but the Wharton Financial Group will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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