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IFP Plan Advisors

Wharton Hill Advisors > IFP Plan Advisors

IFP Plan Advisors inspires sound plan advice through our core belief in serving clients’ best interests while preserving a broad array of provider choices.

WhartonHill Advisors is an IFP Plan Advisors member firm. IFP Plan Advisors is a community of individual entrepreneurs, each with their own business model and approach but sharing core values and resources. IFP is a CEFEX certified investment support services firm with a nationwide network of dedicated retirement plan advisors. With a national footprint of over 568 advisors, 88 of whom are dedicated to the retirement sector, IFP advisors serve over 1581 retirement plans, with over $41.8 billion in plan assets under advisement as of 12/31/17.

WhartonHill and IFP Plan Advisors embrace the fiduciary standard. We can act as your plan investment fiduciary or co-fiduciary to share the fiduciary responsibilities associated with maintaining your qualified plan.

Together, we have the esoteric knowledge base needed to inspire client companies to design and implement optimal full-spectrum benefits programs.

  • A community of independent firms dedicated to offering premier retirement plan advice
  • National footprint of 568 advisors
  • 88 retirement plan specialists
  • 480 wealth managers

Localized and accessible, WhartonHill Advisors present services that are customized to your plan’s unique needs, whether in the agreements we present or the tools we make available.

IFP Plan Advisors is a separate entity from LPL Financial.

We believe in what we do, helping our Plan Sponsor clients help real people plan for better lives during their retirement years. Contact us today for a free Retirement Plan evaluation.

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