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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.

Meet Our Advisors

Financial Guidance

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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.

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Insurance Services

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

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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.

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Insurance Services

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

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Protecting Your Legacy

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Wealth Management

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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.

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Welcome to The Wharton Financial Group

Our company specializes in longevity. The Wharton Financial Group works with our 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.

OUR AREAS OF EXPERTISE

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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Newsletters

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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