It Starts Here.
No matter your future financial goals, we are here to help you get there.
Who We Are
Since 1934, Wheeler Associates has worked with employers, employees, families, and individuals to provide the insurance, benefits, and financial planning to get them where they want to go.
Our Philosophy
We are here to take care of people. To provide them financial progress and protection. To offer them our genuine desire for their financial success. Simply put, we are here so you can live well. So you can be confident in your financial foundation. And so you can look forward to and be prepared for your retirement.
- We solve rather than sell
- We are independent
- We plan, implement, and protect
- We offer only the plans and products we would use ourselves
- We effectively balance work, life, and family
- We move clients from wealth creation, to wealth accumulation, to wealth distribution
- Most importantly, we put our clients' interest above our own
Wealth Management
We solve rather than sell. We will use our knowledge, tools, experience, morals, and values to help build the right type of financial plan for you and your family.
Qualified Plans
Personalized consulting from a Qualified Plan Financial Consultant® who is committed to designing plans that meet your objectives and helps your employees achieve their long-term goals.
Employee Benefits
We collaborate with employers to design the best employee benefits package that works within their budget. Our team of specialists makes it a priority to ensure employees understand their benefits.
Individual Insurance
We customize an insurance plan that protects you and your assets. With the ability to shop the insurance market independently, we connect you with the specific product and insurance carrier that will deliver the coverage you are looking for.