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Realize your potential.

See how personal financial planning can help set you on course to work toward your life goals.

Meet Your Leadership

Pete Fahey and Philip McCaull co-founded Wheelock Advisors, an independent advisory practice affiliated with Commonwealth, in August 2017. Prior to starting their own practice, Pete and Philip spent nearly 17 years working in partnership as financial advisors for A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors.

Meet Our Team

Local company. National presence.
You get the best of both worlds.

We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network^®, a Registered Investment Adviser–broker/dealer, gives us invaluable resources and experience to assist us in fulfilling that commitment.

Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies. You’ll also get access to research that enables timely insight into market opportunities and innovative investing technologies.