As co-founder of CoFi Advisors, Wheeler specializes in helping young high-income earners, business owners, and high-net-worth individuals build a life of wealth, health, and ease. As your financial advocate, he empowers you to feel confident, connected, and in control of your financial journey so you are prepared for both the expected and the unexpected.

Wheeler works with individuals who are dedicated to their personal vision of financial success and committed to collaborating with him to help this vision come to fruition. Since your money extends beyond personal gain, this often means constructing a legacy that enriches your family, friends, and community.

With the heart of a teacher and the mind of a financial advisor, Wheeler possesses a unique ability to distill complex information into relatable insights. His main objective is to strengthen your understanding of your financial landscape — what’s happening, why it’s happening, and how it aligns with your goals and values. He will help you understand the life you want to build and what financial tools you need to make it happen. Each meeting is an opportunity to feel not only informed, but inspired and optimistic about your financial future.

Wheeler prioritizes your financial goals through personalized and comprehensive guidance. His tailored one-on-one approach and bespoke recommendations are designed to support your unique aspirations, all while working to safeguard you against life’s uncertainties.

Wheeler’s commitment doesn’t stop there. He understands the dynamic nature of the financial markets, as well as your own evolving needs. That’s why he regularly revisits your plan to verify it remains on course. With this ongoing concierge experience, you can feel confident that your wellbeing is continuously nurtured.

Outside of the office, Wheeler’s favorite moments are spent with his wife, Jessica, their daughter Makayla, and their family and friends. He makes sure to stay active, whether that means long bike rides along the Island Line trail in Burlington, VT, running along the NH Seacoast from Hampton to Rye, or organizing pickup pond hockey games at Strawbery Banke. Following these adventures, he often rewards himself with a favorite craft beer, which always taste best shared with the ones he loves.

“In every walk with nature one receives far more than he seeks” – John Muir.