Wheeler Associates - Home


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




Our Services



Wealth Green


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.

​Learn More​ 


Qualified Plans Green


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.

​Learn More​ 


Employee Benefits Green


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. 

​Learn More​ 


Insurance Green


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.

​Learn More​ 




Want to learn more?



Learn more on how we can help you build the financial future that you have always dreamed of.


​Contact Us​