Wheeler DeGraaf Financial is a financial planning firm focused on guiding individuals and families toward and through retirement. Founded in 1992 as DeGraaf Financial by Larry and Jeannie DeGraaf, the practice became Wheeler DeGraaf Financial following a 2019 merger with Wheeler Associates. The team combines its longstanding commitment to personal service with a hands-on, client-centered approach, emphasizing objective advice and solutions tailored to each client’s goals.

The firm offers wealth management and qualified retirement plans, along with insurance solutions and strategic employee benefits consulting. Its services include customized financial planning, investment and retirement guidance, and support for clients moving through wealth creation, accumulation, and distribution. The planning process begins with understanding each client’s circumstances and priorities, then developing a personalized plan and adjusting it as life changes.

Wheeler DeGraaf Financial also provides educational resources on topics such as retirement, Social Security, estate strategies, insurance, and personal finance. Advisory services are offered through Commonwealth Financial Network, a registered investment adviser.