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 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, CFP®

jmyoung@whitakerwealth.com

330.345.3921

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Tim Hilterman, CFP®

thilterman@whitakerwealth.com

330-345-3930

Schedule a Meeting

Latest Articles Written by our Team

My Spouse Just Passed – Should I Treat Their Retirement Accounts as Inherited, or My Own?

When a spouse passes away, managing retirement accounts can quickly become confusing. Associate Financial Advisor Joseph Browning explains the key differences between keeping an IRA as inherited or treating it as your own—and how that decision can affect taxes, withdrawals, and long-term financial planning.

The Hidden Tax Advantages of Starting A 401(k)

Many business owners assume a 401(k) plan is too expensive to start—but recent tax credits may significantly reduce the cost. Associate Financial Advisor David Gearhart explains how startup, employer contribution, and automatic enrollment credits can help businesses provide valuable retirement benefits while lowering their tax burden.

A Life-Changing Ah-ha Moment: What I learned from Dave Ramsey

Financial Advisor Joe Mains reflects on a life-changing lesson he learned from Dave Ramsey during Financial Peace University—and how it reshaped his view of investing, retirement income, and legacy planning. Discover the powerful “10% principle” and what it could mean for your family’s future.

2026 Tax Update Webinar

Congress has passed sweeping tax legislation that will impact millions of Americans filing their 2025 tax returns in 2026 — and the changes could significantly affect your financial plan. 💰 Join us for our upcoming 2026 Tax Updates Webinar, hosted by: • John-Mark Young, CFP® – President & Co-Chief Investment Officer • Tim Hilterman, CFP® – Chief Financial Planning Officer • Kage Rush, CPA – Chief Financial Officer Our team will break down what’s new, what’s changing, and what planning opportunities you should be aware of. 🧠 During this webinar, you’ll learn about: ✅ Expanded deductions and credits that could lower your tax bill ✅ New provisions affecting tips, overtime income, and retirees ✅ Increased Child Tax Credits and expanded SALT deductions ✅ Key changes to energy credits and other temporary provisions ✅ Strategic planning moves to consider in 2026 Many of these updates will apply automatically — but the greatest opportunities often come from proactive planning. ⏳ ✨ Don’t miss this essential update for the 2026 filing season.

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