Financial
Advisors

with the Heart of a Teacher

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

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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!

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Top 20 RIAs
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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.

Meet our Whole Team

John-Mark Young, CFP®

jmyoung@whitakerwealth.com

330.345.3921

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Tim Hilterman, CFP®

thilterman@whitakerwealth.com

330-345-3930

Schedule a Meeting

Latest Articles Written by our Team

How Elevated Real Yields Shape Investment Decisions

Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.

Ohio's 2026 Sales Tax Holiday: What Families Need to Know Before You Shop

Ohio's Sales Tax Holiday returns in 2026, but with significant changes from the expanded program offered in recent years. Financial Advisor Andrew Young explains what qualifies, when the tax-free weekend takes place, and how families can plan ahead to maximize their back-to-school savings.

The "Perfect" Amount - Retiring Comfortably

Is there a magic number for retirement? Not exactly. In this article, Associate Financial Advisor Ethan Barry explains why a successful retirement is about more than reaching a savings milestone—it's about creating a personalized income strategy that aligns with your goals, lifestyle, and long-term financial needs.

Virtual Webinars with Our Experts

The Life Cycle of a Retirement Plan

As your business grows, your retirement plan should grow with it. Whether you're just getting started, already offer a 401(k), or are looking for more advanced strategies to maximize retirement savings, understanding where your plan stands today can help you make smarter decisions for tomorrow. Join Timothy Hilterman, CFP®, CAP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, and Brian Smith of July on Monday, July 27, 2026, for a practical, educational webinar designed specifically for business owners. Together, they'll walk through the life cycle of a retirement plan—from startup solutions like SIMPLE IRAs to advanced strategies such as cash balance plans—and discuss the opportunities available as your business evolves. During this live webinar, you'll learn: How to identify where your retirement plan fits within your business's growth stage. Key items every business owner should review to ensure their current retirement plan is working as intended. When cash balance plans may become an attractive strategy for maximizing retirement savings. Recent retirement plan updates, including new Roth options available inside employer-sponsored plans. The new "super catch-up" contribution opportunities for individuals ages 60–63. How employer-sponsored retirement plans compare to state-mandated retirement programs. Whether you're evaluating your first retirement plan or looking to optimize an existing one, this session will provide clear, actionable insights without the confusing industry jargon or sales pitch.

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