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 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.

Meet our Whole Team

John-Mark Young

jmyoung@whitakerwealth.com

330.345.3921

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Tim Hilterman

thilterman@whitakerwealth.com

330-345-3930

Schedule a Meeting

Latest Articles Written by our Team

Understanding the SECURE Act 2.0

Beginning in 2026, higher-income employees will face new rules for 401(k) catch-up contributions under SECURE Act 2.0. In this article, Associate Financial Advisor Mica Dauch explains who is affected, why the change was made, and what it means for your retirement savings strategy.

Consumer Financial Health: Navigating Record Highs and Historic Lows

Consumer spending continues to power the U.S. economy, even as confidence remains historically low. Summit Puri examines the mixed signals shaping today's economic landscape—from record household wealth and resilient retail sales to elevated debt, lower savings, and persistent inflation—and explains what long-term investors should focus on.

SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio

SpaceX's historic IPO has captured investors' attention and sparked questions about whether now is the time to buy. In this article, John-Mark Young explores what makes SpaceX unique, why valuation matters, and how disciplined investors can participate in innovation without abandoning a long-term financial plan.

Virtual Webinars with Our Experts

The Life Cycle of a Retirement Plan

As your business grows, your retirement plan should grow with it. Whether you're just getting started, already offer a 401(k), or are looking for more advanced strategies to maximize retirement savings, understanding where your plan stands today can help you make smarter decisions for tomorrow. Join Timothy Hilterman, CFP®, CAP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, and Brian Smith of July on Monday, July 27, 2026, for a practical, educational webinar designed specifically for business owners. Together, they'll walk through the life cycle of a retirement plan—from startup solutions like SIMPLE IRAs to advanced strategies such as cash balance plans—and discuss the opportunities available as your business evolves. During this live webinar, you'll learn: How to identify where your retirement plan fits within your business's growth stage. Key items every business owner should review to ensure their current retirement plan is working as intended. When cash balance plans may become an attractive strategy for maximizing retirement savings. Recent retirement plan updates, including new Roth options available inside employer-sponsored plans. The new "super catch-up" contribution opportunities for individuals ages 60–63. How employer-sponsored retirement plans compare to state-mandated retirement programs. Whether you're evaluating your first retirement plan or looking to optimize an existing one, this session will provide clear, actionable insights without the confusing industry jargon or sales pitch.

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