In today’s world you have plenty of great advisors to choose from. Xponify Financial stands out thanks to our:
EducationWheeler is a highly educated financial advisor in the Dallas-Forth Worth area who uses this education to serve clients by always staying abreast of market trends and financial news.
ValuesWe serve clients with integrity and trust and when clients call us, they know they’ll talk to a real advisor, not a robo-number. This attention to detail and high level of service is what sets us apart.
IndependenceWe are an independent financial firm, meaning that our only loyalty lies with our clients. We are free to make recommendations in their best interest and aren’t tied to any proprietary products or services.
BackgroundNot only is Wheeler a financial advisor, but he’s also a veteran and enjoys serving fellow service members and their families. There’s nothing like the determination and work ethic of a veteran.
Our clients are not just a number to us. They are people that have put their trust in us to help them financially navigate the ever-changing financial landscape. Contact us today to get started.