About Us
Why should you trust Wheeler Associates to guide you through the complexities of financial planning?
Since 1934, Wheeler Associates has been a trusted partner to individuals, families, and businesses navigating the complexities of financial planning. Rooted in our local, family-owned legacy, we’re committed to taking care of people – offering guidance grounded in integrity, experience, and genuine care.
Our services span individual wealth management, employee benefits, insurance solutions, and qualified retirement plans. Whether you're focused on building wealth, protecting what matters, or supporting your team, we provide only the strategies and products we trust ourselves. With a client-first mindset and a focus on solving – not selling – we help you move confidently from accumulation to distribution and every step in between.
Balancing Life & Finances Every Step Of The Way
We’re here to take care of people – providing financial progress, protection, and a genuine commitment to your success. Our goal is simple: to help you live well and feel confident in your financial foundation.
Our expanded mission reflects a deep commitment to balancing work, life, and family, while guiding you through every stage of your financial journey – not just retirement planning. From strategy to implementation and protection, we’re with you every step of the way.
At our core, we believe in doing the right thing and working hard. These values drive everything we do, ensuring integrity, trust, and excellence in every relationship.
A Look Into Our Process
At Wheeler Associates, our process begins with partnership – one built on mutual trust, integrity, and alignment. It’s important that the relationship works both ways, ensuring a strong fit between our team and each client. With decades of experience, we take a transparent, proactive approach, combining deep expertise with a commitment to making the journey both effective and enjoyable. Our process is flexible and client-focused, thoughtfully tailored to meet your unique needs rather than following a one-size-fits-all model.