About

We are a small family investment firm based in the Midwest who invests for long term success. Our firm was created by five founding partners to spend more family time and grow professionally together, to promote the education of financial knowledge, and to allocate capital intelligently and ethically.

There are five founding partners; in 2018, Wheeler Investment Group added a sixth partner. In total, the partners' professional backgrounds are diverse, spanning Aerospace and Defense, Agriculture, Architecture/Engineering/Construction (AEC), Education, Energy, Finance, Law, Manufacturing, and Military.