Scheeler Financial Group is a trusted financial partner dedicated to helping individuals and families achieve their financial goals. They take a holistic approach, providing clarity and confidence to clients as they navigate complex financial decisions. The team offers personalized service, tailoring strategies to each client's unique needs and values, and they work closely with clients at every stage of life. Clients appreciate their friendly, knowledgeable staff who are easy to work with and proactive in communicating updates and changes. Many mention their professionalism, responsiveness, and integrity, highlighting the genuine relationships built over years of service. Scheeler Financial Group stands out for its transparency, personalized attention, and commitment to client success, often including meetings with other professionals like attorneys and accountants to ensure comprehensive planning. Clients have left large firms to work with Scheeler, finding their approach more aligned with their values and expectations. Overall, the team’s dedication, expertise, and integrity make Scheeler Financial Group a highly recommended choice for those seeking a reliable, caring, and proactive financial planning partner.
We are long time clients of Scheeler Financial. Rick and his team's financial planning, strategy and management have truly helped us reach retirement with peace of mind
May 2026
Rick is very approachable, affable and works in the best interest of his clients.
March 2026
Ellie has always been very quick at responding to my questions, always on time for our meetings, my investments have grown at a good rate and I am overall very pleased with my decision to work with your team.
