
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 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.
Latest Articles Written by our Team
Sinking Funds: The Secret to Stress-Free Spending
Car repairs, Christmas, and insurance premiums may feel like unexpected expenses, but they’re often predictable costs that can be planned for. Associate Financial Advisor Jonah Kearns explains how sinking funds help break larger expenses into manageable monthly savings, making it easier to stay on budget and avoid unnecessary financial stress.
5 Retirement Mistakes to Avoid Before and During Retirement
Retirement planning involves much more than choosing investments and saving enough money. Financial Advisor David Gearhart highlights five common retirement mistakes—from waiting too long to plan and overlooking taxes to taking too much investment risk or making emotional decisions—and explains how thoughtful planning can help reduce financial stress.
The Power of the Solo 401(k)
For self-employed individuals, a SEP IRA may be the first retirement plan that comes to mind—but it isn’t the only option. Nick Allen explains how a Solo 401(k) can offer higher contribution potential, Roth savings, and added flexibility for sole proprietors, LLC owners, S-corp owners, and 1099 workers.
Virtual Webinars with Our Experts

Exclusive Webinar with Rachel Cruze, Best-Selling Author of Love Your Life, Not Theirs
Our New Book
Recent Videos

Social Security: What You Need to Know Before You Claim | Retirement Planning Webinar

The Life Cycle of a Retirement Plan: 401(k) Strategies Every Business Owner Should Know

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged

Christian Generosity: Strategic Giving Through a Biblical Lens | Webinar Replay

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

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