Skip to content
twitterfacebooklinkedinyoutubeenvelope
Wheeler Wealth ManagementWheeler Wealth Management
  • Home
  • About Us
    • About Us
    • Eric D. Wheeler
    • About Raymond James
  • Our Approach
    • Our Approach
    • Our Process
    • Our Services
  • Our Clients
  • Blog
  • Video Vault
  • Resources
    • Resources
    • Client Center
    • Calculators
    • WorthWhile
    • Client Access Videos
    • Longevity Planning
    • Investment Banking
  • Contact Us
    • Contact Us
    • Schedule a call
    • Introduce Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Louisville KY - ETL
    306 Middletown Park Place Unit B Louisville, KY 40243 T: 502.200.7225 F: 502.473.6562
    Map and Directions Map and Directions
Reset All Filters
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Read
Is an owner-only 401(k) right for you?
How to determine if this unique retirement vehicle makes sense.
Business Ownership
Don't sleep on these nighttime spectacles and experiences
From total eclipses to swirling auroras, a world of magic awaits behind our dark skies.
Family & Lifestyle
Pay perks: What we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Business Ownership

Are you ready? Let’s uncover the possibility of working together.

twitterfacebooklinkedinyoutubeenvelope
Wheeler Wealth ManagementWheeler Wealth Management
  • Wheeler Wealth Management
  • 306 Middletown Park Place Unit B Louisville, KY 40243
  • 502.200.7225
  • 502.473.6562
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wheeler Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use