A complete list of active advisors currently associated with The Wheeler Corr Group, LLC

Warmer can help you find a great advisor at The Wheeler Corr Group, LLC or one who fits your needs even better.

The firm provides ongoing supervision of custodial accounts and offers asset management alongside project-based financial planning and in-house tax preparation services for individuals and high-net-worth clients. The firm is newly registered and currently reports no assets under management. Its investment process draws on fundamental and technical analysis as well as modern portfolio theory across short- and long-term strategies, with accounts managed separately and periodic reviews at least annually. Financial planning is delivered on a project/hourly basis while asset management follows the more common percentage-of-AUM billing; the use of hourly billing for planning is less common among firms in this manager category. The firm’s principal brings an aerospace engineering background and prior experience at large aerospace firms and also maintains a separate tax preparation business, dedicating significant time to that activity — the combination of advisor-led tax services with investment management is a notable distinction. As a single-owner, newly established advisory, the firm currently has no clients or AUM, which may be relevant for prospective clients assessing operational track record.

To learn more about the advisors currently working at The Wheeler Corr Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.