Director
Dimensional Fund Advisors Ltd.
Having founded Dimensional's Financial Advisor Services group, Daniel M. Wheeler has been instrumental in bringing modern portfolio theory to the community of fee-only financial advisors. Throughout his career, Dan has helped build the advisor community and change investment advice in retail markets, transforming what was a broker-driven system into one of financial education and coaching. Passionate about his field and an inspirational speaker, Dan retains his connection to the grass roots of the business by continuing to work as a financial advisor for a select group of long-time clients.
Prior to his arrival at Dimensional, Dan worked at Arthur Anderson & Co., was the controller of Triad International Marketing S.A., a London-based international consulting firm, and owned a fee-only investment advisory firm. A former officer in the US Marine Corps who still maintains a very active lifestyle, Dan was educated at William Jewell College, the University of South Florida, and the University of California, Berkeley.
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