Mission Plan

Wharton Wealth Planning is an independent and fee-only certified financial planner firm with over 25 years of experience, dedicated to providing extraordinary service to clients virtually and in-person. They offer comprehensive wealth management services, developing personalized financial plans and investment accounts to help clients achieve their long-term goals. As a fiduciary, Wharton Wealth Planning acts in good faith and puts clients' interests ahead of their own. Their team of dual-credentialed CERTIFIED FINANCIAL PLANNER professionals with MBAs spend time getting to know clients and their financial situations, providing detailed plans that instill confidence in their future. With a transparent fee structure and no affiliations with brokers, banks, or insurance companies, they believe that independent, fee-only advice yields the best financial solutions.Generated from the website

Quantstellation is a multi-asset multi-horizon quantitative investment firm based in New York, NY. They utilize sophisticated statistical models and state-of-the-art IT infrastructure to identify and exploit inefficiencies in modern electronic financial markets, while maintaining their core principles of rigorous research, robust solutions, and organic growth. With a federalized structure and a focus on project-based philosophy, Quantstellation values agility and flexibility, offering remote work options. They are always seeking new team members who can contribute to their success at any level of experience, believing that finding the right candidate is easier than finding the right task. Their philanthropic initiatives support mathematical education and promising projects in financial mathematics research, aiming to help the next generation of talented problem-solvers reach their full potential.Generated from the website

Cefc Infrastructure Investment is a financial firm based in New York, NY that specializes in infrastructure investments. With a focus on strategic partnerships and long-term growth, the company aims to provide opportunities for investors seeking to diversify their portfolios in the infrastructure sector. Generated from their business information