About Us
Wharton Business Group partners with successful business owners and operators and institutions to help preserve and enhance their wealth throughout their lives.
WBG offers business owners and institutions and their key employees decades of experience providing unbiased investment management and business succession advice, connects them with a network of experts, and gives them the confidence of working with advisors whose interests are completely aligned with theirs.
In 2022, WBG joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. This was a strategic move for WBG to facilitate our continued growth.
Key Facts:
- Founded in 1992
- 100% employee-owned
- Staff average 30 years of industry experience
- Assets under management: *$3.5 billion (80% individual, 20% institutional)
*as of December 31, 2023
Wharton Business Group, LLC (“WBG”) is an SEC registered investment adviser located in Malvern, Pennsylvania. WBG and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which WBG maintains clients. WBG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
WBG is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
EXPERT EDUCATION
Events and Webinars
Medicare Educational Meeting
Join Deanna from Alera Group (JA Counter) for an educational event designed to help you understand your Medicare options
July 29, 2025 at 04:00 pm CT | New Richmond WI
Sign Up
Medicare Educational Meeting
Join Deanna from Alera Group, JA Counter for an educational event designed to help you understand your Medicare options
August 19, 2025 at 04:00 pm CT | New Richmond WI
Sign Up Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
October 22, 2025 at 12:00 pm CT | Virtual
Sign Up
THOUGHT LEADERSHIP
Insights
Wealth Services
Monthly Market and Economic Update - June 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 7, 2025
Find out more
Wealth Services
Weekly Market Update
Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.
July 7, 2025
Find out more Wealth Services
Weekly Market Update
Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.
June 30, 2025
Find out more Wealth Services
Summer Spending with Purpose
Summer often brings memorable experiences—and increased spending. With a few intentional choices, you can enjoy the season without losing sight of your long-term financial priorities—and your advisor can help keep it all aligned.
June 20, 2025
Find out more