Cole lives in Houston, Texas, with his wife, Macy, and their two daughters, Josephine and Katherine. Outside of work, he enjoys time with his family, trips to the park or zoo, golfing, staying active, and relaxing at home with their dog, Millie.
Wealth advisor
Cole Wheeler, CFP®
Cole Wheeler works with individuals and families to turn financial goals into clear, actionable plans. His approach begins with listening – understanding each client’s values, priorities, and long-term vision before building a strategy to support it.
With more than seven years of experience, Cole follows a planning-first philosophy grounded in fiduciary responsibility. He helps clients navigate retirement planning, tax-aware investment strategies, risk management, and legacy planning with advice tailored to their unique circumstances. His goal is not only to provide guidance, but to ensure clients understand how each decision fits into their broader plan.
Cole believes financial planning works best when clients feel informed and confident. He focuses on building long-term relationships rooted in trust, transparency, and thoughtful communication.
He earned his Bachelor of Science in Economics from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER® professional, committed to upholding the CFP® Board’s Code of Ethics and Standards of Conduct in every client relationship.
