
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
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.
The "milk in your coffee" problem: what the IRS pro rata rule means for your backdoor Roth
Thinking about a backdoor Roth IRA contribution? The IRS pro rata rule could create an unexpected tax bill if you have pre-tax money in a Traditional, SEP, or SIMPLE IRA. Ben Allen breaks down how the rule works, why it matters, and what to consider before making a conversion.
40 Years of Money Management – Focus: Wealth-Building
After 40 years of marriage, Joe Mains and his wife, Tammi, have learned that building wealth is about more than choosing the right investments—it’s about working together, staying consistent, and being willing to change. In this personal story, Joe shares how discovering Dave Ramsey transformed their marriage and finances and the wealth-building principles that helped them reach their retirement goals.
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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