Malvern, PA

    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.

    Meet Our Team

    People you can count on. People you can trust.

    Sue Henricks

    Operations and Custodian Liaison
    Sue Henricks

    Investment Experience: 13 years

    With WBG: 13 years

    Sue joined WBG in 2010 to manage administrative responsibilities and assist clients with opening accounts and handling transactions. She spent most of her career as an administrative assistant for a major corporation. Sue has an Associate of Science degree in Administrative Support from York College of Pennsylvania. Sue resides in Pottstown, PA

    Tony Stripling

    Senior Operations Manager
    Tony  Stripling

    Investment Experience: 37 years

    With WBG: 11 years

    Tony joined Wharton Business Group, LLC in 2012, where his main responsibilities include the supervision of portfolio reporting, client communications, and business-to-business transactions. Tony spent the first fifteen years of his career at Charles Schwab & Co, Inc. as a Senior Trader and Senior Business Development Officer. For the majority of his career, Tony has consulted with registered independent advisors, high net-worth clientele, and institutions, providing guidance on efficient business and investment practices.

    Tony earned a Bachelor of Science degree in Administrative Management in 1986 from Colorado State University. He has held various FINRA licenses such as Series 7 (General Securities Representative) and Series 65 (Investment Advisor Representative).

    Tony lives in Garnet Valley, PA with his wife Kathy and two children. He enjoys spending time with his family and traveling abroad. Additionally, he serves as an executive board member and head of the finance committee for the Darlington Arts Center in Garnet Valley.

    EXPERT EDUCATION

    Events and Webinars

    Latest Updates on the Maryland Paid Family and Medical Leave Act

    We invite you to join our interactive webinar to review the newly proposed Maryland Family and Medical Leave Insurance (FAMLI) regulations.

    November 19, 2024 at 10:00 am ET | Virtual

    Sign Up
    Maryland Paid Family and Medical Leave

    Employee Benefits

    When Captive Insurance Makes Sense

    In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.

    November 21, 2024 at 01:00 pm CT | Virtual

    Sign Up
    Webinar Graphic - Alera Engage

    Employee Benefits

    Q4 Compliance Update

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    December 3, 2024 at 01:00 pm CT | Virtual

    Sign Up
    Webinar graphic - Alera Engage

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.

    October 21, 2024

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    Wealth Services

    Avoiding Self-Sabotage in Investing

    Discover how emotions like fear, greed, and overconfidence can impact your investment decisions and learn ways to overcome them.

    October 17, 2024

    Find out more

    Wealth Services

    Weekly Market Update

    Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.

    October 15, 2024

    Find out more

    Wealth Services

    Job Transition? Here’s What You Can Do with Your 401(k)

    Have you changed jobs recently? Discover four key options for managing your 401(k) that may impact your long-term financial goals.

    October 9, 2024

    Find out more