Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Retirement Income Strategies
  • Family Finances

Awards & recognition

  • Martin Wheeler, Five Star Wealth Manager, 2015-2022
  • Telamon Financial Advisors, Ameriprise Client Experience Award, 2022

Community participation

  • Martin Wheeler has friends and relatives who deal with degenerative eye diseases and that has led him to work with the local chapter of the Foundation Fighting Blindness. As their Legacy Ambassador and Outreach Co-Chairman Martin assists members with charitable gifting strategies and speaks before professional groups on how they can help in funding research to fight retinal diseases.
  • Foundation Fighting Blindness