John Wheeler, CFP®, CPA/PFS, BCA, MBA

Private Wealth Manager and Business Valuation Specialist

John serves as a Private Wealth Manager and Business Valuation Specialist, working with clients to create and maintain customized financial plans addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

John has over 24 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Wealth Advisor and Senior Valuation Specialist, where in addition to traditional financial planning, John conducted business valuations and created and implemented business transition strategies for his clients. He began his career as a personal and trust tax accountant for the trust division of a large bank before moving to the head of financial planning for a regional private bank office.

John earned a Bachelor of Science degree in Accounting from Miami University, Oxford. He earned a Master of Business Administration degree from Xavier University, Cincinnati. John is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. He is a Certified Public Accountant and an accredited Personal Financial Specialist as designated by the American Institute of CPAs. John is also a Business Certified Appraiser (BCA) as administered by the International Society of Business Appraisers.

John enjoys spending time with his wife Holly and their two children, Hannah and Abigail.

[email protected] | (317) 849-9559