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
John-Mark Young Earns Tax Planning Certified Professional® (TPCP®) Designation
Whitaker-Myers Wealth Managers proudly announces that President & CIO John-Mark Young, CFP®, has earned the prestigious Tax Planning Certified Professional® (TPCP®) designation from The American College of Financial Services. This advanced credential highlights his commitment to helping families maximize their financial plans through smart, values-based tax strategies—always with the heart of a teacher and a mission to serve clients with clarity and confidence.
Guiding Clients with Confidence: Logan Doup Achieves CFP® Milestone
Whitaker-Myers Wealth Managers proudly announces that Financial Advisor Logan Doup has earned his Certified Financial Planner (CFP®) designation. Joining colleagues Timothy Hilterman, CFP® and John-Mark Young, CFP®, Logan strengthens the firm’s commitment to client-first planning. The CFP® mark is the gold standard, ensuring expertise, fiduciary duty, and integrity—exactly what clients should expect from their trusted financial advisor.
Where Have All the Aggressive Growth Stocks Gone?
Small-cap investing isn’t what it used to be. With private equity fueling growth before companies ever hit the public markets, true small-cap opportunities are shrinking. At Whitaker-Myers, we define Aggressive Growth as both mid-cap and small-cap stocks—splitting exposure to capture resilient names like Invesco and Smithfield Foods while still positioning for a small-cap rebound, which research partner Tom Lee believes may be just around the corner.
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2025 Market Outlook: Trends, Risks & What to Watch Next
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