At Wheeler Financial, we place an emphasis on the “human side” of investing and financial management:

• We believe that in the absence of good data, emotions tend to take over financial decision-making. Making an important financial decision based primarily on emotion can lead to a bad result. Our “On- Purpose Method™” helps you make good, sound, data-driven decisions.
• We truly look at the whole picture. This includes advice on everything from “Should I give money to my kids?” to “What age should I start taking social security?” or assisting with car-buying decisions and so on. We don’t just provide general advice, we get to know you and understand your whole financial picture so we can be thoughtful about providing solutions and strategies in an effort to help you achieve your financial goals.
• We help you consider your financial “leaks.” We have a process for helping determine whether certain expenditures are really meeting your needs.
• We use Riskalyze™ risk analysis software to educate you about your risk tolerance and match your investments with your feeling around risk. The result is a thought-out, diversified investment strategy that you can understand.