Jonathon Wheeler - Financial Advisor

01/05/2026

A ROTH IRA is not a financial plan

A 401k is not a financial plan

An HSA is not a financial plan

A taxable investment account is not a financial plan

All of those things, insurances, investment makeup, tax planning, retirement planning, distribution planning, estate planning and how they all come together to accomplish your goals

Is a financial plan.

07/23/2025

Just returned from the 145th Northwestern Mutual Annual Meeting — and what an unforgettable experience!

It was an incredible privilege to attend the College Awards Show and see firsthand the next generation of leaders being celebrated. I’m also proud to share that our office was recognized as the #9 Network Office in the entire company — a true testament to the hard work, dedication, and impact of our team.

Beyond the awards, I walked away with invaluable insights, inspiration, and strategies that I’m excited to bring back and implement in my own practice. Being surrounded by so many driven, purpose-led individuals reminded me why we do what we do.

Grateful for the opportunity to grow, connect, and celebrate — and even more excited for what’s ahead. Let’s keep pushing forward. 💼💡📈

12/31/2023

05/06/2023

Income does not necessarily translate to wealth.

11/19/2022

Biggest Money Mistakes.

08/25/2022

Why Investing Is Better Than Saving.

08/25/2022

The Difference.

08/02/2022

Success Requires Replacement

07/18/2022

"I'm only in my 20's and 30's, I don't need life insurance."

This is something I have heard all too often.

Many of us don't fully understand the purpose of life insurance and how it plays into our overall financial plans.

The advantages of getting life insurance in place while young are huge.

Here are 5 quick reasons why EVERYONE needs some form of coverage.

1. Cover final expenses of your passing so the financial burden is lifted from your family.
2. Cover any remaining debts you may leave behind, from the mortgage, student loans, credit cards, etc.
3. Replace your future earnings to your surviving family members to ease the financial void left.
4. To save, build wealth and equity to use while LIVING.
5. To help pay for your children or loved ones schooling.

What are your thoughts on life insurance? If you have it, why did you chose to do so? If not, what is your reasoning behind it?

If you would like to learn more, or want an analysis of what the appropriate amount of coverage for you is, please don't hesitate to reach out.

07/12/2022

Below is the approach you should take towards financial planning based on your age. Contact me to figure out how to get started.

It’s not uncommon to think financial planning isn't for you, but learning financial planning strategies can help you reach your financial goals.

03/16/2022

Buying a house is a huge financial decision. This article gives a brief overview of the actionable steps to take in order to do so. If you have any questions feel free to reach out to see how I can help you with questions you might have about the financial aspects of buying a home.

Here’s how to determine how much you may need and how to save for a down payment for a house.

03/14/2022

It’s never too soon or too late to get started with financial planning. Check out this quick article and reach out to see how I can help you get set up with a financial plan.

It’s not uncommon to think financial planning isn't for you. But anyone can benefit from taking steps for financial planning throughout your life.