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WhartonHill Investment Advisors Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

WhartonHill Investment Advisors is an independent investment manager based in Fort Washington, Pennsylvania. The firm provides tailored financial guidance to individuals, families, and institutions, emphasizing fiduciary integrity and a commitment to acting in clients’ best interests. Its approach centers on delivering unbiased and independent advice, with an emphasis on trust, integrity, and attentive service to foster client loyalty.

Investment advice is offered through IFP Advisors, LLC, operating as Independent Financial Partners, with the two entities positioned as separate and non-affiliated. The company occupies the financial services sector, focusing on personalized investment stewardship in a manner consistent with fiduciary duties.

Find WhartonHill Investment Advisors employees' phone numbers or email addresses

WhartonHill Investment Advisors Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Europe
1

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  • Spain
    1

WhartonHill Investment Advisors's Leadership

  • Stylized image of a person
    K. S.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. R.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
    Mobile Phone

WhartonHill Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from WhartonHill Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. S.
    Vice President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    F. R.
    Principal
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. W.
    Principal
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 31, 2025
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 17, 2024

Frequently Asked Questions

What is WhartonHill Investment Advisors known for?

Minus sign iconPlus sign iconWhartonHill Investment Advisors was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 451 South Bethlehem Pike Fort Washington, Pennsylvania 19034 United States; you can contact the main corporate office by phone at
+1-215-641-****
. Explore WhartonHill Investment Advisors's company overview page for more information.

What is WhartonHill Investment Advisors's most common email format?

Minus sign iconPlus sign iconWhartonHill Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WhartonHill Investment Advisors email formats with LeadIQ.

How many employees does WhartonHill Investment Advisors have currently?

Minus sign iconPlus sign iconWhartonHill Investment Advisors has approximately 6 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are WhartonHill Investment Advisors's key employees and leadership?

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As of December 2025, WhartonHill Investment Advisors's key employees include:

  • Vice President: K. S.
  • Principal: F. R.
  • Principal: J. W.
  • Financial Advisor: J. B.

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