At GMG Insurance we focus solely on insurance products but we often need to integrate various financial products for benefits administration and client support. Andrew and his team at Wharton have worked with GMG for the past 8 years. They allow us to streamline our customer’s needs on many different levels providing support for 401k and registered investment advisory services.
Andrew presently maintains the following securities registrations with FINRA and the SEC: Series 6, 7, 24, 63, which are held at LPL Financial, and 65, which is held at Independent Financial Partners (or IFP). He has also earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
In his current capacity as the President of WhartonHill Advisors, Andrew’s practice has been nationally recognized for excellence* in providing the investment advisory and fiduciary consulting services that retirement plan fiduciaries require to meet their obligations. WhartonHill Advisors assists plan fiduciaries in developing, implementing and maintaining “best practice” procedures to manage all aspects of a qualified retirement plan. WhartonHill is a LPL – National Retirement Partners (NRP) member firm and Registered Investment Advisor.
Andrew is a 1990 graduate of Franklin & Marshall College. He and his family reside in suburban Philadelphia.
*401k Wire Top 300 Most Influential Defined Contribution Advisors in the United States. 2008, 2009, 2010, 2011