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
August 19, 2025 at 04:00 pm CT | New Richmond WI
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Employee Benefits
Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package
In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.
August 21, 2025 at 01:00 pm CT | Virtual
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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
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THOUGHT LEADERSHIP
Insights
Wealth Services
The Hidden Cost of Sitting on Cash
Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.
July 28, 2025
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Wealth Services
Tuition, Travel, Retirement — Can You Plan for It All?
You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.
July 28, 2025
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What Does Wealth Mean to Your Family?
Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.
July 28, 2025
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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
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