Parkwoods Wealth Partners is pleased to announce that Cole Wheeler, CFP®, has joined the firm as a Wealth Advisor. Cole Wheeler, CFP®, is a Houston-based Wealth Advisor at Parkwoods Wealth Partners who works with clients across the country. His work focuses on helping individuals and families align their financial resources with what matters most in their lives.
As a CERTIFIED FINANCIAL PLANNER® professional, Cole works with individuals and families to bring clarity to complex financial decisions. His approach centers on aligning investment strategy, retirement planning, and tax-aware portfolio design with what matters most in a client’s life. At Parkwoods, he will serve as a trusted advisor while collaborating closely with the firm’s broader planning and investment team.
Expanding Our Presence in Houston
Houston continues to be one of the most dynamic metropolitan areas in the country. With Cole based locally, Parkwoods deepens its ability to serve clients in Texas while remaining fully integrated across its national team.
While Cole is located in Houston, he will not serve clients exclusively in the area. Instead, he will work with families across the firm’s footprint, combining local presence with the resources and collective expertise of Parkwoods’ advisors and specialists.
Supporting the Next Generation of Wealth Advisors
Cole’s addition reflects Parkwoods’ long-term commitment to developing and supporting the next generation of wealth advisors. As the profession evolves, the firm continues to invest in mentorship, professional growth, and building sustainable career paths for advisors who share its client-first philosophy.
“Cole represents the kind of advisor we are intentionally building around,” said Chris Gardner, CFP®, Head of Advisory. “He combines strong technical training with a genuine desire to help clients make confident decisions. Expanding our presence in Houston while investing in emerging advisory talent is part of how we plan to serve families well – both today and for decades to come.”
Cole said he was drawn to Parkwoods’ integrated, team-based approach to planning.
“I’m excited to join a firm that puts purpose at the center of every financial plan,” he said. “The collaborative culture here allows advisors to focus on building meaningful relationships and delivering thoughtful advice. I look forward to working with families in Houston and across the firm to help them move forward with clarity and confidence.”
Please join us in welcoming Cole to Parkwoods. You can learn more about his background and experience by visiting his bio page.
About Parkwoods
Parkwoods Wealth Partners helps you align your money with your life. We build thoughtful plans that balance growth, tax efficiency, and protection for your family – while supporting the causes you care about. It’s financial planning for what matters to you – clear, personal, and built to last.