BJ Webster

BJ Webster is the Chief Investment Officer and Co-Founder of Wharton Business Group, LLC, an Alera Group company, where they have served since 1992. In this role, BJ manages a boutique wealth management firm with over 120 clients and more than $4 billion in assets under management, emphasizing low-cost, fee-only, and transparent portfolio advice. Additionally, BJ currently participates in the RIA Council with BlackRock and serves as the CIO for Wealth Services at Alera Group, leading a national investment committee and developing investment solutions for diverse client needs. Previously, BJ was involved with Vanguard's inaugural RIA Council to enhance industry service.