Wheeler Investment Advisors: Guiding Your Financial Future

Welcome to the world of Wheeler Investment Advisors, where financial expertise meets personalized guidance. Our team of seasoned professionals is dedicated to empowering you with the knowledge and strategies to navigate the ever-changing investment landscape.

At Wheeler Investment Advisors, we believe that every investor deserves a tailored approach. We take the time to understand your unique goals, risk tolerance, and time horizon to craft an investment portfolio that aligns seamlessly with your aspirations.

Company Overview: Wheeler Investment Advisors

Wheeler Investment Advisors, established in 1998, is a leading financial advisory firm dedicated to empowering clients with tailored investment solutions.

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Our mission is to provide personalized wealth management services, guided by our unwavering commitment to integrity, excellence, and innovation.

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We envision a world where individuals and families achieve financial well-being through our expertise and unwavering support.

Values, Wheeler investment advisors

  • Integrity: We uphold the highest ethical standards in all our interactions.
  • Excellence: We strive for卓越 in every aspect of our service, exceeding client expectations.
  • Innovation: We embrace innovative approaches to create tailored solutions that meet evolving needs.
  • Client-Centricity: We prioritize our clients’ goals and aspirations, putting their interests at the heart of our decisions.
  • Teamwork: We foster a collaborative and supportive environment, leveraging the collective wisdom of our team.

Investment Philosophy

Our investment philosophy centers around a disciplined and value-oriented approach. We believe in:

  • Long-term investing: We adopt a long-term perspective, seeking sustainable growth over short-term fluctuations.
  • Diversification: We spread investments across various asset classes and sectors to mitigate risk.
  • Active management: We actively manage portfolios, making informed decisions based on thorough research and analysis.
  • Risk management: We employ rigorous risk management strategies to protect client assets.

Investment Services

Wheeler Investment Advisors offers a comprehensive suite of investment services tailored to meet the unique needs of its clients. Our team of experienced professionals leverages in-depth market knowledge and a disciplined investment process to help clients achieve their financial goals.

We believe in a holistic approach to investing, considering each client’s risk tolerance, time horizon, and investment objectives. Our services encompass:

Portfolio Management

We construct and manage customized investment portfolios designed to meet the specific requirements of our clients. Our portfolios are actively managed, with regular monitoring and adjustments based on market conditions and client feedback.

Financial Planning

Our financial planning services assist clients in developing a comprehensive financial plan that addresses their short-term and long-term financial goals. We provide guidance on budgeting, saving, debt management, and retirement planning.

Investment Advisory Services

We offer ongoing investment advisory services, providing clients with regular market updates, investment recommendations, and personalized advice. Our advisors work closely with clients to ensure their investments align with their evolving financial needs.

Performance Track Record

Wheeler Investment Advisors has a proven track record of delivering superior investment returns for our clients. Our disciplined investment process and experienced team have consistently outperformed industry benchmarks.

Client Services

At Wheeler Investment Advisors, we prioritize delivering exceptional client service tailored to your unique financial goals and aspirations. We believe in fostering long-lasting relationships built on trust, transparency, and personalized guidance.

Our unwavering commitment to client satisfaction is reflected in our comprehensive approach to communication and reporting. We provide regular updates on market trends, investment performance, and any changes to your portfolio. We welcome your questions and actively seek your feedback to ensure we are meeting your expectations.

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Communication and Reporting

  • Regular portfolio reviews and performance updates
  • Proactive communication regarding market conditions and investment strategies
  • Quarterly investment reports and annual account statements
  • Online client portal for real-time account access

Fee Structure

Our fee structure is transparent and competitive. We charge a management fee based on a percentage of assets under management. This fee covers all investment management services, including portfolio construction, monitoring, and rebalancing.


Wheeler Investment Advisors is proud to have a team of experienced and dedicated investment professionals. Our team has a deep understanding of the financial markets and is committed to providing our clients with the highest level of service.

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Our investment team has an average of over 20 years of experience in the financial industry. They have worked at some of the world’s leading financial institutions, including Goldman Sachs, Morgan Stanley, and BlackRock. Our team has a wide range of expertise, including portfolio management, investment analysis, and financial planning.

Commitment to Professional Development

Wheeler Investment Advisors is committed to professional development. Our team members are encouraged to attend conferences and seminars, and to pursue advanced degrees. We also provide our team members with access to online learning resources and training programs.

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Industry Involvement

Wheeler investment advisors

Wheeler Investment Advisors actively participates in the investment community, demonstrating its commitment to thought leadership and industry advancement.

The firm’s involvement extends to:

Conferences and Presentations

  • Regularly attending and presenting at industry conferences, sharing insights on investment strategies and market trends.
  • Hosting exclusive events and webinars to educate clients and the broader investment community.

Publications and Research

  • Contributing articles to leading industry publications, providing valuable insights and analysis.
  • Conducting in-depth research and publishing white papers on investment topics, advancing industry knowledge.

Industry Organizations

  • Active membership in professional organizations such as the Investment Management Consultants Association (IMCA).
  • Participation in industry committees and initiatives, shaping best practices and ethical standards.

Awards and Recognition

Wheeler investment advisors

Wheeler Investment Advisors has been recognized for its exceptional performance and dedication to client satisfaction.

The firm’s awards and recognition underscore its commitment to delivering superior investment solutions and its strong reputation in the industry.


  • Barron’s Top 100 Financial Advisors: Consistently ranked among the top financial advisors in the nation by Barron’s, a leading financial publication.
  • Forbes Best-in-State Wealth Advisors: Recognized by Forbes as one of the top wealth advisors in the firm’s home state.
  • InvestmentNews Top 40 Under 40: Wheeler’s team members have been recognized for their exceptional performance and leadership in the industry.


These awards and recognition serve as a testament to Wheeler Investment Advisors’ expertise, integrity, and dedication to its clients.

The firm’s reputation as a trusted and respected advisor has been built upon a track record of delivering exceptional investment results and providing personalized client service.


As your trusted financial partner, Wheeler Investment Advisors is committed to providing you with the highest level of service and support. Our ongoing communication, transparent reporting, and competitive fee structure ensure that you stay informed and in control of your financial journey.

Questions Often Asked

What sets Wheeler Investment Advisors apart?

Our unwavering commitment to personalized service, data-driven investment strategies, and transparent communication sets us apart.

How does Wheeler Investment Advisors approach investment management?

We employ a comprehensive process that involves thorough research, risk assessment, and ongoing portfolio monitoring to optimize your returns.

What are the fees associated with Wheeler Investment Advisors’ services?

Our fee structure is competitive and transparent, ensuring that our clients understand and agree with the costs involved.