WELCOME TO WHARTON GLADDEN
At Wharton Gladden & Company we have a single passion - Our Vision: To Define the Standard of Excellence. Excellence is not a slogan. It is a standard measured by judgment, discipline, and outcomes.
We advise clients on complex transactions where capital structure, timing, and execution materially affect outcomes. Our role is to bring clarity to complexity — identifying opportunities, structuring solutions, negotiating from a position of strength, and closing transactions with discipline and care.
Our advisory services span strategic consulting, capital placement, and private equity. Each engagement is approached with an understanding that no two businesses, balance sheets, or objectives are the same.
Our objective is simple: to be trusted advisors to business owners, professionals, and investors navigating consequential decisions.
OUR PURPOSE
Our purpose is to support our clients’ vision, growth, and sustainability by providing them efficient access to capital markets, advisory and financial services. We recruit partners with superior skills, results driven attitude, and firm beliefs in honesty and integrity. We demonstrate leadership through our passion in providing a valued service and industry knowledge.
OUR CLIENT PHILOSOPHY
Our Firm is in the business of building relationships and we work to help our clients feel a part of our family. We firmly believe that an extraordinary experience and startling service wins customers for life. Our business development team is dedicated to capturing clients, amplifying the relationship and maintaining the relationship for life.
OUR MANAGEMENT PHILOSOPHY
We consistently lead the charge to “block” and “tackle” challenges while searching for “break-through” opportunities and executing with precision and superior performance. The success of our firm lies in our ability to recruit, train, and maintain independent critical thinkers with the passion to provide great service to our clients.
OUR CLIENTS LOVE US
MEET OUR PRINCIPAL
Mr. Cash co-founded Wharton Gladden & Company, a boutique investment banking firm whose services include advisory, capital placement, asset management and private equity. Though Mr. Cash is a passionate and results-driven businessman, his focus has always been on improving the community. Mr. Cash adopted unwavering principles into his company’s core philosophy: transparency, honesty and a focus on service. Mr. Cash is very interested in impacting the community by serving on volunteer boards, speaking to student groups and partnering with non-profit organizations through the Power of One Fund, which the firm established in 2009. Mr. Cash also teaches a commercial real estate course at Winston-Salem State University.
OUR MISSION IS TO CREATE A COMPANY
THAT WILL HELP CHANGE COMMUNITIES ACROSS THE WORLD BY:
"Providing our clients with superior
access to capital, strategic advisory
services and the community at-large"
"Creating profit opportunities
for our clients and investors"
"Helping our team to grow through unique
income opportunities, leadership training
and personal development that leads
to enhanced self-esteem"
"Investing our time and profits into the communities we serve"








