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Financial
Advisors

with the Heart of a Teacher

A comprehensive wealth management firm you can trust with integrity and seamless, authentic, client interactions.

Personal
Services

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Services

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Coaching

Financial Peace
University

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Ours Services:

About Us

The Financial Advisors here at Whitaker-Myers Wealth Managers have the heart of a teacher and extensive professional experience! We are passionate about making sure you understand our recommendations as well as why we are making that recommendation. We are here to help you and guide through your financial plan, every step of the way!

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Our Services:

Whitaker Myers Wealth Management Team at Ramsey Solutions
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Our Advisors
and Coaches

With financial advisors, financial coaches, and a CPA, we provide our clients with a comprehensive wealth management experience. Our advisors specialize in serving the needs of medical professionals, retirees and those close to retirement, younger families in the wealth-building stage, and busy professionals.

Always Be Buying (ABB!): Why Consistency Beats Timing in Long-Term Investing

Consistently investing through dollar-cost averaging (DCA) helps reduce emotional stress and risk, even when markets hit all-time highs. Historical data shows buying at market peaks often leads to strong long-term returns, with nearly 30% of past highs becoming lasting floors. Rather than waiting for the perfect moment, disciplined, regular investing—Always Be Buying (ABB)—has proven to be a reliable strategy for long-term wealth building.

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Always Be Buying (ABB!): Why Consistency Beats Timing in Long-Term Investing

Understanding Trump Accounts: A New Wealth-Building Opportunity for the Next Generation

A new provision in the tax bill creates “Trump Accounts” for babies born between 2025–2028, starting with a $1,000 government deposit and allowing up to $5,000/year in contributions. Invested in a stock index fund, these accounts could grow into millions by age 50 through consistent saving and compounding. With just $50/month, families can give children a powerful financial head start. Learn how to make the most of this opportunity.

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Understanding Trump Accounts: A New Wealth-Building Opportunity for the Next Generation

Big Beautiful Bill Act: Major Tax Law Changes That Could Impact Your Finances

The Big Beautiful Bill Act introduces major tax changes you need to know. From making lower tax brackets permanent to increasing the standard deduction and boosting the Child Tax Credit, this legislation reshapes how Americans will file and plan for years ahead. The SALT deduction cap is also temporarily lifted, offering relief for high-tax states. Explore how these updates could impact your tax bill and what steps to take to prepare. Stay informed and empowered with Whitaker-Myers.

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Big Beautiful Bill Act: Major Tax Law Changes That Could Impact Your Finances

Latest Articles Written by our Team

Virtual Webinars with Our Experts

2025 Tax Law Changes: Smart Moves to Make Now

Join us for a timely and informative webinar hosted by Tim Hilterman, CFP®, Chief Financial Planning Officer, and Kage Rush, CPA, Chief Finance Officer at Whitaker-Myers Wealth Managers. This virtual event will be held on Monday, July 21st at 4:00 PM (EST) and will cover the major updates in the newly signed 2025 tax law. From changes in income tax brackets to revised deductions and estate planning thresholds, you’ll walk away with actionable strategies to make the most of these updates and minimize your tax burden. Don’t miss this opportunity to get ahead and make smart financial moves now.
2025 Tax Law Changes Are Here – What You Need to Know Now - Webinar Teaser with Tim Hilterman!
00:56
2025 Tax Law Changes Are Here – What You Need to Know Now - Webinar Teaser with Tim Hilterman!
What We Learned in the Markets This Week: July 04, 2025
12:28
What We Learned in the Markets This Week: July 04, 2025
Big Beautiful Bill: How the New Tax Law Impacts Your Finances
07:48
Big Beautiful Bill: How the New Tax Law Impacts Your Finances
Mid-Year Market Outlook 2025 Replay | Insights from John-Mark Young & Summit Puri
57:14
Mid-Year Market Outlook 2025 Replay | Insights from John-Mark Young & Summit Puri
What We Learned in the Markets This Week: June 27, 2025
11:38
What We Learned in the Markets This Week: June 27, 2025
Don’t Panic at the Peak – Smart Moves for Market Highs
08:27
Don’t Panic at the Peak – Smart Moves for Market Highs
What We Learned in the Markets This Week: June 20, 2025
13:38
What We Learned in the Markets This Week: June 20, 2025
ETFs Made Easy: How to Build Wealth with Exchange-Traded Funds
06:33
ETFs Made Easy: How to Build Wealth with Exchange-Traded Funds

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