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Dawn M. Wheeler

Financial Advisor

222 Central Park Ave, Suite 1100
Virginia Beach, VA 23462
757.493.4305

I am Dawn Wheeler, and I am excited to share my 5+ years experience to help solve your important financial challenges together. I hold security licenses in VA, NC, NV and TX.

I take a holistic approach to financial planning by considering life events and planning for the long term. I specialize in small business benefit programs and individual retirement planning. Together, with our drive and specific skill set, we can create a road-map to success and a worry-free retirement plan for your future.

When I am not working, my passions drive my free time. I care about animal charities, traveling, gardening, and spending time with my husband, Richard.

I’m committed to helping my clients achieve their financial goals, and I look forward to hearing from you soon.

EMAIL DAWN

CRN202503-1915577

Innovating the Way You Think About Financial Wellness

Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Dawn.

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AREAS OF FOCUS:

Business Benefit Programs

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Individual Retirement Planning

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Small Business Benefits

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FINANCIAL VIDEO LIBRARY

When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Saving for College 101

Here's a crash course on saving for college.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.