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Scheeler Financial Group

EST. AUM
$0

CONTACTS
3

CLIENT ACCOUNTS
0

Firm Details

Metro area Cincinnati
CRD Number 342671
Website scheelerfinancialgroup.com
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Overview

Scheeler Financial Group is an independent boutique wealth advisory firm based in West Chester, Ohio, serving business owners, executives, high-net-worth individuals, and families. The firm delivers fee-based planning, investment management, and comprehensive solutions including tax-efficient strategies, education funding, gifting, special-needs planning and legacy design. Investment advisory services are provided through Private Advisor Group and brokerage via LPL Financial, allowing access to a broad range of traditional investments. With over 20 years of advisor experience and multiple credentials, Scheeler Financial emphasizes tailored portfolios, disciplined processes, transparent fees, and long-term relationships.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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