Scheeler Financial Group

Scheeler Financial Group is an Independent and boutique investment firm. With over 20 years experience, 10 active professional designations we have a deep motivation to serve clients personally, professionally and financially. This is our vocation, our craft, our passion. Client goals often include financial independence/retirement, tax-strategies, education funding for children, gifting strategies, philanthropic giving, risk management/insurance, special needs planning and sophisticated investment planning. We follow a scientific and mathematical based approach to wealth management and financial planning, that does not lose sight of your personal preferences. Each client is unique and deserves a consistent yet tailored approach designed to meet their needs with care and expertise. This means deep listening to create a plan, solutions and a service model that is distinct, and focuses of the principles of success. Securities offered through LPL Financial, Member SIPC sipc.org Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Scheeler Financial Group are separate entities from LPL Financial. The financial professionals associated with Scheeler Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.