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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:

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Top 20 RIAs
to Watch

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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.

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

Top Client Questions: July & August 2026

Get answers to the top questions our financial advisors received in July and August. Explore expert insights on what July's negative jobs report signals for the economy, why the U.S. intervened to support the Japanese yen, and what is driving recent S&P 500 record highs alongside strong corporate earnings. Gain clarity on changing Federal Reserve rate expectations, shifting valuations, and key macro trends to help you maintain a balanced, long-term perspective for your portfolio.

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Top Client Questions: July & August 2026

Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions

July brought increased market volatility as investors weighed AI infrastructure spending, geopolitical tension in the Middle East, and shifting Fed policy. Despite short-term pullbacks, broad markets remain near all-time highs following strong year-to-date performance. Key drivers—from rising Treasury yields and oil price spikes to new trade tariffs—highlight the ongoing importance of portfolio balance. Discover essential lessons from July's economic shifts to help navigate the rest of the year.

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Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions

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.

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How Elevated Real Yields Shape Investment Decisions

Virtual Webinars with Our Experts

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Exclusive Webinar with Rachel Cruze, Best-Selling Author of Love Your Life, Not Theirs

Love Your Life, Not Theirs: The Pursuit of Contentment What if having more isn't the same as living better? We live in a world that makes comparison almost impossible to escape. Social media, lifestyle upgrades, bigger homes, newer cars, and someone else's seemingly perfect life can leave us wondering if we're falling behind—or if what we have is simply not enough. But what if the secret to a richer life isn't having more? What if it's learning to be content with what you already have? Join Rachel Cruze of Ramsey Solutions for an engaging and honest conversation with John-Mark Young, CFP® and Tim Hilterman, CFP® as they explore the powerful connection between money, comparison, gratitude, and contentment. Inspired by the themes of Rachel's book, Love Your Life, Not Theirs, this conversation will go beyond financial numbers to explore what it really means to build a life you love—without constantly measuring it against someone else's. During this conversation, we'll explore: Why comparison can make even a good financial life feel like it's not enough How to recognize the difference between healthy financial goals and the pressure to keep up The role gratitude and contentment play in our relationship with money How our spending habits can be influenced by the lives we see around us What it looks like to enjoy the life you've worked hard to build How to pursue financial goals without always feeling like you're behind Practical ways to shift your perspective from “What am I missing?” to “What do I already have?” Meet Our Special Guest: Rachel Cruze We're thrilled to welcome Rachel Cruze of Ramsey Solutions for this special conversation. Rachel is a #1 New York Times bestselling author, financial expert, and host of The Rachel Cruze Show. Known for making money conversations practical, relatable, and empowering, Rachel brings a fresh perspective on breaking free from comparison, finding financial peace, and discovering true contentment. Your Life. Your Money. Your Definition of Enough. This isn't about giving up your goals or settling for less. It's about learning to recognize when more isn't necessarily better—and discovering the freedom that comes from appreciating the life you're already building. Come ready for an honest, encouraging conversation that may change the way you think about money, success, and what it means to live a life you love. Register today and join us for this special live online event!
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Understanding Social Security – Making Informed Decisions for Retirement

Social Security is one of the most important pieces of your retirement income plan, but understanding when and how to claim your benefits isn't always straightforward. Join Tim Hilterman, CFP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, along with special guest Julia Fuentes, CIMA®, WMS™, RSSA®, Financial Planning & Coaching Senior Specialist with Vanguard Financial Advisor Services, for an educational workshop designed to help you make more confident Social Security decisions. Whether retirement is just around the corner or already underway, this webinar will walk through the rules, strategies, and real-life scenarios that can impact your benefits and your long-term retirement plan. During this complimentary workshop, you'll learn about: Social Security basics and the latest reform proposals being discussed Real-life case studies illustrating how the earnings test works Spousal benefits and recent changes to claiming strategies Survivor benefits and how they can affect your family Special situations, including divorce and the taxation of Social Security benefits Bring your questions and gain practical insights that can help you and your loved ones make informed retirement decisions.

Our New Book

Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future

by John Mark Young

Recent Videos

The Life Cycle of a Retirement Plan: 401(k) Strategies Every Business Owner Should Know
53:39

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
07:20

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
07:54

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

Christian Generosity: Strategic Giving Through a Biblical Lens | Webinar Replay
58:07

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

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update
08:42

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

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
07:32

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

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
07:48

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
07:43

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

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