Top shade

Business Planning Services

We bring decades of experience helping family and privately-owned businesses optimize cash flow, retirement planning, succession planning and more.

We apply our same consultative approach to your business planning needs, beginning with a thorough analysis of business assets, operating expenses, cash flow and other aspects of your business operations. A thorough business risk analysis points out any gaps in important insurance coverage and areas that may benefit from more cost effective solutions.

We provide innovative solutions for your specific needs in these and other areas:

  • Succession Planning
  • Executive Compensation Solutions
  • Cash Management Services
  • Business Succession Planning
  • Retirement Plan Solutions
  • Insurance & Risk Management

Importance of Business Succession Planning

Succession planning helps to ensure that a smooth transition can occur when you’re ready to retire or sell your business. At Wharton Advisory Group, we believe succession planning should include the long-term goal of retirement, but should also focus on contingency planning to protect against unexpected events.

Our advisors are experienced working with business owners and executives to develop comprehensive succession planning strategies that can help you:

  • Time your exit to maximize value (eliminating the risk of a fire sale)
  • Ensure continuity of service for your clients or customers
  • Provide for an efficient transfer of business to a successor or buyer of your choosing
  • Retire on your schedule
  • Remove emotional decision-making
  • Provide career-path opportunities to existing associates and/or elevate key employees to owners
  • Coordinate with your personal estate plan to minimize estate taxes
  • Plan for the unexpected


Dedicated to Our Clients

Wharton Advisory Group was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That?s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

Learn more

The Value of Independence

Individuals and families seeking to grow and protect their wealth are increasingly turning to independent firms. As independent wealth advisors, Wharton Advisory Group has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We act in your best interest at all times.

Learn more

Top shade