Helping You Get to Where you Want to Be

Experience comfort and confidence knowing that Wheeler Associates is here to manage your finances, benefits, insurance, and retirement planning with seasoned experience—so you can focus on what matters most.

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What We Do
Cultivating Relationships With People Who Share Our Values

At Wheeler Associates, we work with individuals, couples, and employers who value authentic relationships and a personalized approach to financial planning. We specialize in serving mid-career professionals, retirees, and businesses that prioritize meaningful benefits for their teams.

With over 90 years in the community, our local presence and problem-solving mindset—rather than a sales-driven approach—is what we believe sets us apart. Our deep roots offer stability in a changing financial landscape, and our story reflects a genuine commitment to guiding clients on their financial journey.

How We Help

how We can help
A Lifetime Commitment To Planning & Protecting

Our team is committed to being a trusted partner, providing experienced guidance, responsive service,
and cost-effective solutions to support your financial goals.

Our Process

Strategic Benefit Consulting

Customized, value-driven benefit programs designed to support employees and their families.

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Our History

Wealth Management

Personalized financial strategies aligned with your goals and long-term security.

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Our Values

Insurance Solutions

Comprehensive coverage options to protect your financial well-being and provide comfort and confidence.

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Our Resources

Qualified Plans

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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About Us
A Legacy Of Trust &
Financial Progress

Locally owned and family-operated since 1934, Wheeler Associates has proudly served our community with trusted financial guidance across generations. Our legacy is built on lasting relationships and a commitment to supporting individuals, families, and businesses through every stage of life. From employee benefits and individual insurance to wealth management and qualified retirement plans, we offer solutions we believe in – designed to protect what matters most and build a strong financial future.

Success Stories
Explore Our Knowledge Library

Explore our comprehensive resources and discover tools and insights designed to support your
financial well-being and help you reach your goals.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Our Process
An Approach As Unique As You

Step 1:
Mutual Fit & Partnership

Our process begins with building a two-way partnership. We prioritize ensuring the right fit – both for our clients and for us – creating a foundation of trust and integrity.

Step 2:
Transparent & Proactive Engagement

With decades of experience, we engage clients with clarity, consistency, and care. Our goal is to deliver expert guidance while making the process approachable and engaging.

Step 3:
Adaptable & Tailored Solutions

 Every client is unique, and so is our approach. We move beyond one-size-fits-all models to offer flexible, personalized strategies that align with your specific goals and circumstances.