Broker Check
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Protect. Build. Grow.

Protect. Build. Grow.

Changes in the public markets are influencing investment portfolios. Bull Markets don’t last forever, and Bear Market volatility seems here to stay.


If your portfolio isn't performing like you want, it's time to talk with a team dedicated to proactive service, in-depth research, and daily market analysis. 

Let's Talk
Value Based. Goal Oriented.<br/>Focused on You.

Value Based. Goal Oriented.
Focused on You.

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals you need ADVICE TAILORED TO YOUR SITUATION.

  • Concierge Client Experience

    We are an INDEPENDENT ADVISORY FIRM which allows us to be focused entirely on you. We exist to provide a one-of-a-kind, high-end experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!

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  • Sophisticated Financial Planning

    Take a deep dive into your financial status, working with you to gain a comprehensive and deep understanding of WHAT YOU HAVE, and WHERE YOU STAND in relation to realizing your goals. Discuss options and ideas to IMPROVE YOUR PLAN.

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  • Innovative Investment Strategies

    Develop a PERSONALIZED INVESTMENT STRATEGY utilizing a wide range of market research and technologies that allow us to understand your goals and ALIGN YOUR RISK TOLERANCE WITH YOUR RISK CAPACITY.

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Our Goal is to Help You Live Yours

Business<br/>Owners

Business
Owners

Develop a plan for your next stage of life—whether that’s retirement or a new venture.

Executive<br/>Leaders

Executive
Leaders

Create a plan to maximize the potential of your complex income and benefits structures to best prepare you toward financial independence.

Private<br/>Client

Private
Client

One-on-One support for High net-worth individuals requiring deep planning and sophisticated strategies.

Golden<br/>Years

Golden
Years

 Protect what you’ve built, provide for your dreams, and create a legacy that will last into the future.

Established<br/>Professionals

Established
Professionals

Protecting the wealth you’ve acquired and put it to work to generate current and future income needs.

Young<br/>Professionals

Young
Professionals

Solutions for Emerging investors who are growing their career and families to eliminate debt and starting their wealth journeys.

INVEST IN YOUR FUTURE WITH SCHEELER FINANCIAL GROUP

Resource Center

We love to build relationships with people who want to grow personally, professionally,
and financially. Browse our library for updates, articles, commentary and more.

5 Steps to Financial Clarity

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Investment Resources

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Tech Powered

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Articles

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Experienced Individuals.
Dedicated Team.

Capture the power of a team of professionals dedicated to creating innovative and unique financial plans that take your goals into account.

Expect personalized guidance and flexible strategies that accommodate life changes. Preparing for a new baby, selling your business, losing a cherished family member, unexpected inheritance shouldn't become a burden.

Now is the time to start investing in your future, with confidence and clarity around your plans and goals.

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