Wheeler Wealth Management

Wheeler Wealth Management As a Wealth Management Advisor, I have guided clients since 2000 with purposeful financial planning.

Cheers to 26 incredible years! 🥂A huge happy work anniversary to our Founder and Lead Advisor, Ben Wheeler! Wheeler Weal...
06/22/2026

Cheers to 26 incredible years! 🥂

A huge happy work anniversary to our Founder and Lead Advisor, Ben Wheeler! Wheeler Wealth Management wouldn’t be what it is today without your vision, leadership, and dedication to our clients.

Thank you for 26 years of excellence, Ben! Here’s to many more ahead! 🎉

Celebrating the incredible fathers on our team today, thank you for the dedication, strength, and care you bring every d...
06/21/2026

Celebrating the incredible fathers on our team today, thank you for the dedication, strength, and care you bring every day, both at work and at home. đź’™

Wishing a very Happy Birthday to Wheeler Wealth Management Financial Advisor, Gerald Bordelon! Thank you for your contin...
06/07/2026

Wishing a very Happy Birthday to Wheeler Wealth Management Financial Advisor, Gerald Bordelon! Thank you for your continued dedication, hard work, and the fantastic support you provide to both our team and our clients. We hope you have an incredible day and a year ahead filled with success and happiness.

Join us in celebrating Gerald today!

Please welcome the newest addition to the Wheeler Wealth Management team, Bill Ball, CPA!Bill joins us as our newest Fin...
06/02/2026

Please welcome the newest addition to the Wheeler Wealth Management team, Bill Ball, CPA!

Bill joins us as our newest Financial Advisor, bringing over a decade of deep financial expertise to our firm.

A University of Louisiana at Lafayette accounting graduate, Bill earned his CPA in 2011. He built a strong foundation in public accounting and taxation before spending eight years as a Chief Financial Officer within Northwestern Mutual. Most recently, he served as Financial Director for the Managing Partners’ Association.

Bill is deeply motivated by purpose, service, and making a meaningful impact. He is looking forward to helping serve our existing Wheeler Wealth Management clients, and expanding our impact across the Lafayette and New Orleans areas.

Outside the office, Bill is a proud husband and dad. You can usually find him golfing, boating, attending the Zurich Classic, or spending summer weekends with his family at their camp in Pass Christian.

We are thrilled to bring Bill's elite leadership and financial expertise to our clients. Help us give him a warm Wheeler Wealth Management welcome in the comments!

Remembering the true cost of our freedom. Today, we honor the fallen heroes and their families.
05/25/2026

Remembering the true cost of our freedom. Today, we honor the fallen heroes and their families.

Celebrating 3 years with Jacob Romero! 🎉Jacob, you've become such an essential part of this team, and your growth over t...
05/12/2026

Celebrating 3 years with Jacob Romero! 🎉

Jacob, you've become such an essential part of this team, and your growth over the last few years has been incredible to watch. Here's to many more years of successful chapters ahead!

Happy Mother's Day from Wheeler Wealth Management! To all the incredible moms and mother figures, we see you and we appr...
05/10/2026

Happy Mother's Day from Wheeler Wealth Management!

To all the incredible moms and mother figures, we see you and we appreciate you! Thank you for your constant support and for being such a vital part of our community.

We hope your special day is filled with love and celebration! 🌷

Big news at Wheeler Wealth Management! The newest member of our WWM family made her grand debut last week! Please join u...
04/27/2026

Big news at Wheeler Wealth Management!

The newest member of our WWM family made her grand debut last week! Please join us in sending a huge congratulations to Kiley Thigpen, and her husband, Joe, on the birth of their first child—a sweet baby girl named Parker Ann!

We are so happy for this new family of three and can’t wait to see Kiley and Joe rock this next phase of life. Welcome to the world, Parker Ann! 🎀

THIS FRIDAY 🍋 The stand is prepped, the lemons are ready, and the mission is clear. Join us this Friday to help Alex’s L...
04/22/2026

THIS FRIDAY 🍋

The stand is prepped, the lemons are ready, and the mission is clear. Join us this Friday to help Alex’s Lemonade Stand Foundation change the lives of children fighting cancer.

Since Alex set up her first stand in 2000, supporters like you have helped fund impactful research that the federal government often misses. Let’s show up big for these families.

The Details:
🗓️ THIS Friday, April 24
⏰ 10:30 AM – 12:30 PM
📍 1 Smart Way, Baton Rouge, LA 70810

All proceeds go directly to funding cures and supporting families. Stop by, grab a drink, and help us find a cure for childhood cancer!

Can’t make the drive? Donate online here: 🔗 http://spr.ly/6182B6Lmb4

04/17/2026

Great food, and even better company! 🦞🔥

Last night, we hosted a crawfish boil for some of the incredible individuals we are so honored to partner with. A huge shout out to Hot Tails Prairieville for bringing the heat and making it a night to remember!

We’re grateful for the community we’ve built and the opportunity to celebrate together. What a night!

Address

1 Smart Way, Suite 101
Baton Rouge, LA
70810

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4am

Alerts

Be the first to know and let us send you an email when Wheeler Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wheeler Wealth Management:

Share