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. At Wheeler Associates, we work with employers to design the best employee benefits package that works with their budget. Our team of employee benefits specialists make it a priority to ensure employees understand their benefits.
When you partner with Wheeler Associates, you will get personalized consulting from a Qualified Plan Financial Consultant who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.
When you partner with Wheeler Associates, you will get personalized consulting from a Qualified Plan Financial Consultant who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.
Services
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. Rather than viewing it as an obstacle, Andy's goal is to have proper financial planning added to all undergraduate curriculums, on par with doing your taxes.
It's our goal to "partner" with our wealth management clients. We don't feel a dictatorship is a good way to have a successful long-term financial planning relationship. We will use our knowledge, tools, experience, morals, and values to help build the right type of financial plan for you and your family.
Investment advice and selection free from proprietary conflicts (full universe of mutual funds, indexes, and separate accounts). Leading certification for investment advisors looking to help their clients holistically-more than just investments and insurance products. The leading designation for investment fiduciaries for both individuals and retirement plans.
At Wheeler Associates, we work with employers to design the best employee benefits package, paying special attention to designing the right plan that meets the budget. We fully understand that employee benefits can be very confusing, so our work does not stop there. Our team of employee benefits specialists works hard to help the employees understand their benefits because a benefit is not a benefit unless it is understood. We design the right education plan for each client, including group meetings, one-on-one meetings, and benefit summaries.
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