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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Top 20 RIAs to Watch
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
Get a Head Start: How to Open a Trump Account for Your Child
As Trump Accounts prepare to launch on July 4, 2026, families can take early steps now to understand eligibility, contribution rules, and how to open and fund these new tax-advantaged custodial savings accounts designed for long-term growth.
Does Refinancing Your Mortgage Still Make Sense? Key Factors Every Homeowner Should Consider
Refinancing your mortgage can lower your monthly payment and free up cash to support other financial goals, but it's important to understand the true costs involved. Learn how interest rates, discount points, closing costs, and your break-even point can help determine whether refinancing is the right move for your financial future.
May 2026 Market Update: Record Highs, Rising Rates, Inflation, and a New Fed Chair
U.S. stocks reached new all-time highs in May despite persistent inflation concerns and rising interest rates. In this month's market update, Summit Puri explores the impact of elevated bond yields, the Federal Reserve leadership transition, and what these developments mean for long-term investors.
Virtual Webinars with Our Experts
Christian Generosity & Strategic Giving Webinar
Our New Book
Recent Videos
Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
New Book Release: Retirement Done Right! | An Insider's Look
New Highs, Then an Inflation Wake-up Call
AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
Why Only 1 in 3 Americans Has a Will (And What You're Risking Without One)
Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
