Wealthwise Advisors
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About
Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm is small — two registered representatives serving roughly 38 clients with about $15.7 million in regulatory assets under management — and offers ongoing portfolio management and fixed-fee financial planning.
Investment programs are managed on a non-discretionary basis, with client approval required for each trade and individual Investment Policy Statements documenting goals and risk tolerance. The firm uses a mix of fundamental, technical and cyclical analysis and performs regular account reviews, with financial plans delivered within stated timelines and periodic portfolio monitoring.
Wealthwise’s practice includes several uncommon affiliations for a firm of its size: the managing member owns a tax preparation business (Strategic Tax & Advisory Services) and both advisers spend a portion of their time on tax preparation, and both advisers are licensed insurance agents who may recommend and sell insurance products for commission (conflicts are disclosed). The firm also discloses a licensed real‑estate activity and referral arrangements for real estate transactions, and it does not utilize third‑party money managers.
Client services
Expertise
Fee options
Fixed financial planning fees generally range between $300 - $3,500, negotiated based on complexity and client needs.
$50,000 - $100,000: 2.00% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001+: 1.00% annually
Account minimum: $50,000 (negotiable at the sole discretion of Wealthwise Advisors)
Main office
1100 North Providence Rd., Suite 100
Media PA 19063
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Wealthwise Advisors · Wealthwise Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jarrod B
CFP®, Series 65
Media, PA
Wealthwise Advisors
Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.
David R
Series 65
Media, PA
Wealthwise Advisors
David Rosenberg is a Series 65-licensed advisor at Wealthwise Advisors with 14 years of industry experience. His career includes roles in real estate, trading, and tax preparation, notably with firms such as Compass Pennsylvania LLC and RenGen.io. Rosenberg is also an independent insurance agent and involved in tax preparation through Strategic Tax & Advisory Services. Wealthwise Advisors serves individuals, small businesses, trusts, and charitable organizations with personalized financial planning and non-discretionary investment management. The firm employs fundamental, technical, and cyclical analysis and emphasizes documented investment policies and regular portfolio reviews.
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