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.
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.