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Corporate Retirement Plans

Experience to assist you and your employees across multiple plans and needs

We bring dedicated resources and experience to assist businesses seeking tailored retirement plan solutions. We know it can be a daunting task to determine the best investment options for your employer sponsored retirement plan. With access to sophisticated investment tools and unbiased research, we are able to examine a broad range of providers and generate detailed reporting and comparisons. In addition, we can assist you with a thorough review of your investment policy statement and assist in identifying investment options in connection with the broad range requirements of ERISA 404(c).

  • 401(k), 403(b ) and other qualified defined contribution plans
  • Defined benefit plans
  • SEP IRA
  • SIMPLE IRA


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.

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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.

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