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
Can I Save for College and Retirement at the Same Time?
Dave Ramsey’s Baby Steps suggest saving for retirement before college — but that doesn’t mean you have to finish one before starting the other. Financial Advisor Matthew Harris breaks down how to balance both goals, use time and compounding interest to your advantage, and make smart choices that keep you on track for retirement without sacrificing your kids’ education.
How Social Security COLA and Portfolio Strategy Impact Retirement Planning
Ensuring adequate savings for a lengthy retirement stands as the paramount concern for retirees and individuals nearing retirement. Recent years of elevated inflation have diminished the buying power of cash reserves, creating additional hurdles.
Virtual Webinars with Our Experts
Tax Planning Before Year-End - November 2025
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