Benjamin J. Wheeler, CFP®, CIMA®

Benjamin J. Wheeler, CFP®, CIMA®

Founding Principal | CFP®, CIMA®

Ben is a Certified Financial Planner™ professional and founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. He has over 15 years of experience working as an investment advisor with a diversity of clients ranging from high net worth families to top executives to small business owners.

As an enduring student of the markets, Ben works hard to make sure that you, as his client, are making informed decisions about your financial life. It starts with actively listening and understanding your goals and decision-making process. This lets him create individualized solutions to meet your needs and help steer you to your goals while taking advantage of smart opportunities. The ultimate goal is to craft these solutions into a unique and individualized plan that helps create long-term financial stability for you and your family.

When his wife, Emily, and daughter, Willa, can get him away from studying macro economic trends, you’ll find them traveling somewhere new, enjoying a bike ride, swimming in one of Minnesota’s 10,000 lakes, or downhill skiing. Ben is also proud to be a Member of the Minneapolis Club and an active member with a number of local charities and non-profit organizations.