Your Goals. Your Plan. Our Guidance.
Why Retirees Choose Xponify Financial
Smart Retirement Strategies. No Jargon. No Guesswork.
At Xponify, we ensure retirees that the less tax you pay each year in retirement the longer your money may last.
Most financial advisors focus solely on stock market growth—an approach that may work for younger investors. But once you turn 55, protecting what you’ve built becomes just as important as growing it.
We also collaborate with your tax advisor to ensure you keep more of what you’ve earned—not hand it over to Washington. Less in taxes means more for your lifestyle, your family, and your future.
The result? Peace of mind. Sleep soundly knowing your retirement is secure and your money is working for you. Travel more. Drive the car you want. Own a second home. Spend time with loved ones—without financial worry.
Retirement should be everything you dreamed of. We’ll help make that happen.
Xponify Financial
Interested in Attending an Educational Retirement Planning Seminar or Event at No Cost or Obligation?
At Xponify Financial, we want to equip you with the insights and resources necessary for a prosperous retirement journey. Join one of our workshops today and embark on the path to your retirement dreams.
Meet Xponify Financial
Wheeler Pulliam, PhD, CFP®, MBA, MHR
Managing Partner, Xponify Financial
Wheeler Pulliam is the Managing Partner of Xponify Financial, with over 25 years of experience helping successful individuals transition from business ownership or high-earning careers into financially confident retirements. A U.S. Army veteran turned financial strategist, Wheeler specializes in tax-efficient retirement income, wealth protection, and exit planning tailored to business owners and professionals aged 54 to 73.
Holding a PhD, Certified Financial Planner™ (CFP®) designation, and dual master’s degrees (MBA and MHR), Wheeler combines academic insight with real-world financial solutions. He also maintains Series 7, 63, and Life & Health licenses.
Driven by personal experiences with financial uncertainty early in life, Wheeler brings empathy and clarity to every conversation. He works closely with clients to simplify complex choices—whether it’s creating lifetime income, reducing taxes in retirement, or building a legacy that lasts.
Known for his direct, no-fluff approach and practical mindset, Wheeler helps clients cut through complexity and make confident decisions about what’s next.
Outside of his practice, Wheeler is a proud single father to twin daughters, active in veterans’ organizations, his church, and the local school community. He lives in Hickory Creek, TX, and enjoys golf, travel, and helping others turn decades of hard work into lasting financial freedom.
Holding a PhD, Certified Financial Planner™ (CFP®) designation, and dual master’s degrees (MBA and MHR), Wheeler combines academic insight with real-world financial solutions. He also maintains Series 7, 63, and Life & Health licenses.
Driven by personal experiences with financial uncertainty early in life, Wheeler brings empathy and clarity to every conversation. He works closely with clients to simplify complex choices—whether it’s creating lifetime income, reducing taxes in retirement, or building a legacy that lasts.
Known for his direct, no-fluff approach and practical mindset, Wheeler helps clients cut through complexity and make confident decisions about what’s next.
Outside of his practice, Wheeler is a proud single father to twin daughters, active in veterans’ organizations, his church, and the local school community. He lives in Hickory Creek, TX, and enjoys golf, travel, and helping others turn decades of hard work into lasting financial freedom.
Lisa Taylor
Executive Assistant
Michale Eckert
Chief Marketing Manager
Marc Mattox
Chief Operations Officer
Gabe Ignatow, PhD
Chief Macro Financial Strategist
Building Confidence for Your Future: Insights from Xponify’s Founder, Dr. Wheeler Pulliam
Get Started With Xponify Financial
Still Have Questions? Contact Us Today to Secure Your Financial Future
We offer a specialized RBG Concepts planning approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.