Andrew Wheeler, CFP®, AIF®
Financial Adviser / Partner
As a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary®, he feels it is his responsibility to educate and grow his clients’ total financial well-being, and his sincerity mixed with humor makes him a great fit for such a difficult topic to navigate. His goal is to have proper financial planning added to all undergraduate curriculums, so it becomes an annually reviewable piece of people's lives like doing your taxes every April 15th.
Andy has been a partner at Wheeler Associates for more than 15 years and, for each of the last four, has been honored as a Chairman’s Club producer, an accomplishment reserved for only the top 5% of financial advisors affiliated with Commonwealth Financial Network®. His financial knowledge is noted by colleagues, local organizations, publications, and television news stations, where he is often interviewed or asked to contribute to stories regarding the financial industry.
He spent much of his youth participating in numerous team sports, concluding with being named a four-time Big-Ten All-Academic team member and captain of the 2001–2002 UW-Madison Wisconsin Badgers men’s hockey team. The team mentality now flows over into his professional career, and he credits his success to the support and creativity of his amazing Wheeler Associates team. Together, they have created an environment that supports and encourages their clients’ financial well-being.
Andy views his relationships with all his clients as a partnership, where both parties need to be engaged and held accountable while respecting and valuing the other's contributions. It is paramount for a successful partnership for Andy to understand a client's entire financial foundation, which is why he requires financial planning for his clients to help with investments, insurance, and other areas of need.
Outside of work, Andy spends his free time with his son Landon and daughter Addison while chasing them around to their sports teams or theater productions. He and his wife, Becky, enjoy traveling together and discovering the next best adventure. Andy served on the Duluth YMCA board for 10 years and as board chair and past chair for the final three. He loves to be outdoors in all four seasons, running, fat-tire biking, golfing, and skiing.
Thanks to our wonderful clients, Wheeler Associates has grown so much over the last decade that we are proud to be a referral-only practice! To explore a true partnership with Wheeler Associates, please reach out to any member of our team to set up a complimentary wealth review.