215-641-2570

Call our Office

877-641-2570

Call Us Toll Free

Search

Our Company

Wharton Hill Advisors > Our Company

WhartonHill Advisors, is an independent, consulting and investment advisory firm located in Ft. Washington Pennsylvania. Our firm was formed in 1990 to consolidate several specialty advisory practices into one full service team of financial planning, investment, and insurance professionals. Our team consists of experienced retirement planning professionals who have been helping companies and individuals create effective retirement strategies for over 27 years!

Independent: We are independent so that we can offer a broad range of products and services to our clients. We shaped our organization around delivering services that are client-focused and support client choice.

Experienced: We have been helping companies and individuals create effective retirement solutions for over 27 years! Starting with our very first 401(k) client in 1990, we understood the need for fiduciary guidance and retirement plan specific advice.

WhartonHill is an IFP Plan Advisors member firm. With a network of over 460 advisors, we are able to access financial and regulatory intellectual capital and technology solutions typically available only to the largest national firms.

Local and accessible: We avoid the bureaucracy of complex organizations. You have direct access to your dedicated team of retirement specialists.

Flexible: We are not committed to one way of thinking. Therefore, neither are you.

  • We listen.
  • We respond quickly.
  • We strive to make things simple, not complicated.
  • We are here to help.
  • You are not on your own.

Plan Advisors Top 100

TOP100 Advisors selected on quantitative factors, including plan assets and number of plans.

WhartonHill Advisors has received this award for the last 4 years: 2014, 2015, 2016, 2017

Financial Times Top 401 Retirement Advisors

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.

Both Andrew DeGroat and John Wenz have received this award for the last 3 years: 2015, 2016, 2017

401k Wire Top 300 Most Influential Defined Contribution Advisors in the United States

401k Wire Top 300 Most Influential Defined Contribution Advisors Award based on reader votes.

Andrew DeGroat received this recognition in both 2010 and 2011.

No Comments

Sorry, the comment form is closed at this time.