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Company details
Written by the company
New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career). As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.
Contact info
3 Columbus Circle, Floor 15, 10019, NEW YORK, United States
- 6464507021
- david@whartonwealthplanning.com
- whartonwealthplanning.com
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