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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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

Q1 2026 Market Update: Navigating Geopolitical Tensions, Oil Shocks, and Market Volatility

In this Q1 2026 market recap, Chief Operating Officer & Co-Chief Investment Officer Summit Puri breaks down the impact of geopolitical tensions, rising oil prices, and economic uncertainty on global markets—and what it means for long-term investors.

Umbrella Insurance: The Extra Layer of Protection Your Financial Plan Needs

Most people rely on home and auto insurance to protect their assets—but what happens when those limits aren’t enough? Umbrella insurance provides an added layer of liability coverage that helps safeguard your savings, investments, and future income from unexpected claims or lawsuits.

How Oil Prices and AI Are Reshaping Stock Market Sectors and Portfolios

Oil prices surging above $100 and the rapid evolution of AI are driving one of the most significant sector rotations in recent years. Discover how energy, technology, and defensive sectors are reshaping portfolios—and what it means for long-term investors.

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.

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