Wheaton Wealth Partners

Specialties

Wheaton Wealth Partners is an independent, fee-​only Registered Investment Advisor.

We specialize in personalized financial planning, charitable planning strategies, tax planning, multi-​generational planning, and Investment Advisory

History

Established in 2010.

We are the first fee-​only financial planning firm that utilizes mind mapping interactively with clients to help them see both the financial and the non-​financial variables. The InsightMap from Wheaton Wealth Partners brings clarity to your financial life and helps you make the right decisions and gain confidence in your future. Learn more about mind mapping and the InsightMap Preview Meeting.

If you or your spouse has ever had the experience of becoming overwhelmed when people start talking numbers, the InsightMap from Wheaton Wealth Partners is transformational in making your financial picture clear and helping spouses to develop a unified understanding of financial issues.

Meet the Business Owner

Rob O.

Business Owner

Rob puts the «plan» in financial planning. With more than 20 years of experience, Rob knows that successful financial planning involves a distinct process, not a one-​time event. He has applied his vision and expertise to help shape Wheaton Wealth Partners’ Planning Process, which involves the discovery and clarification of goals to formulate a detailed wealth management plan that is unique to each client. Prior to co-​founding Wheaton Wealth Partners, Rob developed the financial planning arm for LVM Capital Management, Ltd. In the mid-​90s he worked in Carmel, Ind., for Renaissance, Inc., the country’s leader in charitable planning strategies and administration.

Rob grew up in Wisconsin. He graduated from Wheaton College in Wheaton, Ill., in 1989 with a Bachelor of Arts degree in communication. He obtained the Certified Financial PlannerTM certification in 1994. He and his wife Jeannine have two sons in grade school. Rob enjoys family activities and competing in triathlons.