
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:


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!
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.
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.
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.
Virtual Webinars with Our Experts

2026 Tax Update Webinar
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