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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.

Our Services:

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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!

Personal
Services

Corporate
Services

Financial
Coaching

Financial Peace
University

Christian Values
Portfolio

Our Services:

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.

John-Mark Young, CFP®

John-Mark Young, CFP®

330.345.3921

Tim Hilterman, CFP®

Tim Hilterman, CFP®

330-345-3930

Latest Articles Written by our Team

A Life-Changing Ah-ha Moment: What I learned from Dave Ramsey

Financial Advisor Joe Mains reflects on a life-changing lesson he learned from Dave Ramsey during Financial Peace University—and how it reshaped his view of investing, retirement income, and legacy planning. Discover the powerful “10% principle” and what it could mean for your family’s future.

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A Life-Changing Ah-ha Moment: What I learned from Dave Ramsey

HSA vs FSA Breakdown

Confused about the difference between an HSA and an FSA? Associate Financial Advisor Clay Reynolds breaks down eligibility rules, 2026 contribution limits, tax advantages, and smart planning strategies to help you make the most of your healthcare dollars.

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HSA vs FSA Breakdown

Tactical Portfolios: Navigating Bull and Bear Markets

Markets move in cycles, and successful investing requires both long-term strategy and tactical flexibility. This article explores how strategic and tactical asset allocation can help investors manage risk, respond to changing market conditions, and make retirement withdrawals more efficiently. Learn how a disciplined approach can help navigate both bull and bear markets.

Read more...

Tactical Portfolios: Navigating Bull and Bear Markets

Virtual Webinars with Our Experts

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2026 Tax Update Webinar

Congress has passed sweeping tax legislation that will impact millions of Americans filing their 2025 tax returns in 2026 — and the changes could significantly affect your financial plan. 💰 Join us for our upcoming 2026 Tax Updates Webinar, hosted by: • John-Mark Young, CFP® – President & Co-Chief Investment Officer • Tim Hilterman, CFP® – Chief Financial Planning Officer • Kage Rush, CPA – Chief Financial Officer Our team will break down what’s new, what’s changing, and what planning opportunities you should be aware of. 🧠 During this webinar, you’ll learn about: ✅ Expanded deductions and credits that could lower your tax bill ✅ New provisions affecting tips, overtime income, and retirees ✅ Increased Child Tax Credits and expanded SALT deductions ✅ Key changes to energy credits and other temporary provisions ✅ Strategic planning moves to consider in 2026 Many of these updates will apply automatically — but the greatest opportunities often come from proactive planning. ⏳ ✨ Don’t miss this essential update for the 2026 filing season.

Recent Videos

Smart Moves for Social Security: When to Claim, Roth Conversions, and Tax Strategies Explained
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Smart Moves for Social Security: When to Claim, Roth Conversions, and Tax Strategies Explained
Stocks Rebound as S&P 500 Gains 1% | GDP Slows, Fed Cuts Fade & Markets Rotate
07:43
Stocks Rebound as S&P 500 Gains 1% | GDP Slows, Fed Cuts Fade & Markets Rotate
Worst Week of 2026? Market Selloff, CPI Surprise & Fed Rate Cut Odds Explained
08:14
Worst Week of 2026? Market Selloff, CPI Surprise & Fed Rate Cut Odds Explained
2026 Social Security Update: 6 Big Changes Retirees Must Know Now
09:26
2026 Social Security Update: 6 Big Changes Retirees Must Know Now
Dow Hits 50,000 as Markets Rotate: What Sector Shifts, Rates & Fed Signals Mean Now
10:11
Dow Hits 50,000 as Markets Rotate: What Sector Shifts, Rates & Fed Signals Mean Now
Social Security Explained: 5 Things You MUST Know Before You Claim Benefits
10:39
Social Security Explained: 5 Things You MUST Know Before You Claim Benefits
Market Volatility, Fed Signals & January Gains | Weekly Market Update + Economic Dashboard
07:28
Market Volatility, Fed Signals & January Gains | Weekly Market Update + Economic Dashboard
Over 65? This New Tax Rule Could Save You Thousands (2026–2028 Planning Guide)
08:28
Over 65? This New Tax Rule Could Save You Thousands (2026–2028 Planning Guide)
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