SETH WHEELER, CFP®, CEPA®, M.S.

Seth Wheeler is the founder and principal of Halcyon Wealth Strategies, an independent financial advisory firm that provides strategic financial planning and investment management services. A retired U.S. Army Colonel and Green Beret, Seth brings more than 25 years of distinguished military service, including 18 years in the Special Operations community. He is highly decorated, with multiple Bronze Stars and Defense Meritorious Service Medals, and is known for his commitment to leadership, excellence, and service.
Seth holds multiple professional credentials, including CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA®), and applies this expertise to help veterans and business owners plan for long-term success. As a board member of Veterans Bridge Home, Seth combines his military and financial leadership to support service members and their families throughout the Carolinas.