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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 4am

Wheeler Wealth Management

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United States
Baton Rouge, LA
Wheeler Wealth Management

As a Wealth Management Advisor, I have guided clients since 2000 with purposeful financial planning.

07/16/2026

Wheeler Wealth Management is proud to announce that Founder & Lead Advisor, Ben Wheeler, CLU®, LUTCF®, has been named to the Forbes 2026 Best-in-State Financial Security Professionals list.

This recognition is especially meaningful because it reflects the trust our clients place in us every day. We are grateful for the confidence you've shown in our team and for the opportunity to support you through life's milestones, challenges, and opportunities.

We don't take this honor lightly. It reinforces our commitment to the values that have guided our practice from the beginning: putting clients first, building lasting relationships, and delivering thoughtful guidance every step of the way.

Thank you for your continued trust and support. We are honored to serve you and look forward to continuing to help you achieve what's most important to you.

Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo.

07/10/2026

Summer headlines may steal attention, but long-term success is built through consistency, not reaction.

Stay focused on your goals, trust your plan, and let time do the heavy lifting. 🌊📈

07/07/2026

Do you find yourself feeling like you’re never doing enough? Alfonso Ribeiro—host of “Dancing With the Stars” and “America’s Funniest Home Videos” and father of four—shares advice on how to balance life’s demands and put your energy where it matters in this exclusive Northwestern Mutual virtual event. Join us! http://spr.ly/6185BEDMxd

07/04/2026

The American Dream looks different for everyone.

For some, it’s retirement by the beach. For others, it’s growing a business, supporting family, or leaving a lasting legacy.

This Fourth of July, we celebrate the freedom to pursue the future you’ve envisioned, and the planning that helps make it possible.

07/01/2026

Financial freedom doesn’t happen by chance; it happens through consistent habits.

💰 Save with purpose
📈 Grow your wealth
💳 Live debt-free
🛡️ Protect your future
📅 Plan for freedom

Small decisions today can create lasting financial confidence tomorrow. Which of these habits are you focusing on right now?

06/22/2026

Cheers to 26 incredible years! 🥂

A huge happy work anniversary to our Founder and Lead Advisor, Ben Wheeler! Wheeler Wealth Management wouldn’t be what it is today without your vision, leadership, and dedication to our clients.

Thank you for 26 years of excellence, Ben! Here’s to many more ahead! 🎉

06/21/2026

Celebrating the incredible fathers on our team today, thank you for the dedication, strength, and care you bring every day, both at work and at home. 💙

06/07/2026

Wishing a very Happy Birthday to Wheeler Wealth Management Financial Advisor, Gerald Bordelon! Thank you for your continued dedication, hard work, and the fantastic support you provide to both our team and our clients. We hope you have an incredible day and a year ahead filled with success and happiness.

Join us in celebrating Gerald today!

06/02/2026

Please welcome the newest addition to the Wheeler Wealth Management team, Bill Ball, CPA!

Bill joins us as our newest Financial Advisor, bringing over a decade of deep financial expertise to our firm.

A University of Louisiana at Lafayette accounting graduate, Bill earned his CPA in 2011. He built a strong foundation in public accounting and taxation before spending eight years as a Chief Financial Officer within Northwestern Mutual. Most recently, he served as Financial Director for the Managing Partners’ Association.

Bill is deeply motivated by purpose, service, and making a meaningful impact. He is looking forward to helping serve our existing Wheeler Wealth Management clients, and expanding our impact across the Lafayette and New Orleans areas.

Outside the office, Bill is a proud husband and dad. You can usually find him golfing, boating, attending the Zurich Classic, or spending summer weekends with his family at their camp in Pass Christian.

We are thrilled to bring Bill's elite leadership and financial expertise to our clients. Help us give him a warm Wheeler Wealth Management welcome in the comments!

05/25/2026

Remembering the true cost of our freedom. Today, we honor the fallen heroes and their families.

Address

1 Smart Way, Suite 101
Baton Rouge, LA
70810

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4am

Website

http://www.ben-wheeler.com/

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