Services

WhartonHill Advisors is an independent qualified retirement plan consulting firm that helps protect plan fiduciaries from possible personal and corporate financial liability by evaluating and mitigating the risks while enhancing plan participants' potential investment return opportunities and helping achieve financial security. We bring our clients unbiased advice, innovative designs, sophisticated solutions, fiduciary risk management and experience-backed recommendations, all with the aim of helping our clients improve their plans. Our services are designed to save time, potentially reduce fiduciary liability exposure and address both IRS and Department of Labor compliance requirements.

Through our value-added services and professional consulting expertise, we deliver on our mission each day to create ongoing successful retirement plan experiences for employers and employees. Through our philosophy and mission statement to address plan governance, plan effectiveness, investment selection and monitoring, income planning, wealth management, and insurance and risk management, we strive to help you address several key components of a successful retirement plan.

In addition, we offer specialized consulting and advisory services for nonqualified deferred compensation programs and other executive benefit plans.

Utilizing comprehensive wealth management strategies, we also assist individuals in preparing for current financial needs and help develop strategies to meet future goals.  We customize and investment strategy that reflects evolving needs while helping clients keep more money, grow that money and protect that money.