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John Wenz, AIF

Wharton Hill Advisors > John Wenz, AIF

 

Phone: 215.641.2570 x204
Fax: 215.641.2573

John co-established WhartonHill Advisors in 2009.  As one of the principals, John is responsible for vendor relationship analysis and due diligence efforts to identify new products and to help fiduciaries understand the fees and services provided by vendors.

EDUCATION

Bachelor of Arts in Managerial Economics, Lynchburg College, 1990

DESIGNATIONS AND LICENSES

Accredited Investment Fiduciary, AIF
 Series 6, 63, Life and Health held with LPL Financial
Series 65 held at Independent Financial Partners (IFP)

AWARDS AND RECOGNITION

Financial Times 401 Top Retirement Plan Advisor, 2015, 2016, 2017

Financial Times Top 401 Retirement Advisors award recognizes financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plan assets, plan participation rates, experience and industry certifications, and compliance record.

 
 
 

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