About Our Firm
The Financial Advisors here at Whitaker-Myers Wealth Managers have the heart of a teacher! We are passionate about making sure you understand our recommendations as well as why we are making those recommendations. We are here to help you and guide through your financial plan, every step of the way!
With Financial Advisors, Financial Coaches, and a CPA on our team, 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.
Our Mission
Whitaker-Myers Wealth Managers strives to have the heart of a teacher, so that we can empower and equip people with the knowledge and tools they need to help them achieve their goals and feel confident about their financial future. We do this by providing integrity-based financial planning and investment advisory services that are tailored to the specific needs, goals, and values of each client.
We are a fee-based, independent, registered investment advisory firm, held to the fiduciary standard, meaning we always put our clients’ interests first.
Our typical client wants to collaborate with a team of investment professionals on their dreams, goals, and objectives. We do not have a minimum investment size. Our clients are serious about their wealth and are looking for an independent wealth manager that is willing to teach, answer questions, and someone who is driven to serve their clients needs first.
Our Vision
To be the most comprehensive wealth management firm with seamless client interactions so that clients trust us with all of their financial needs.
Our Values
Heart of a Teacher
Family
Excellence in the Ordinary
Matthew 18 Principle
Integrity
Colossians 3:23
Work that Matters
Our Wealth Management Team
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DELEGATED PLANNING
The team at Whitaker-Myers Wealth Managers has a professional relationship with Delegated Planning to assist in providing Financial Planning support to our clients that need and desire a comprehensive Financial Plan.
Sue and her team of certified financial planning professionals have many years of experience in completing thousands of financial plans. Having worked with clients ranging from $250,000 to $50 million in net worth, Sue's team can approach and analyze questions from many different perspectives. This is what they love about their work – examining challenging issues and troubleshooting possible solutions to address clients’ concerns.
Having worked directly with clients in the past, her team is well aware that crunching numbers is not really what financial planning is all about. They will focus on understanding the pressing issues, work through various strategies to tackle them, and clearly communicate the necessary actions without it seeming overwhelming. The delivery of advice and the ability to implement the agreed-upon recommendations are at the heart of financial planning.
Qualifications
Sue graduated with a Bachelor of Science in Commerce from the University of Virginia and earned a master’s degree in Personal Financial Planning from the College for Financial Planning. She attained the certified financial planning designation over ten years ago.
Sue continues to expand her planning knowledge through various memberships in study groups, attending conferences and webinars, as well as reading and listening to industry media.
Sue is a National Association of Personal Financial Advisors (NAPFA) member and directs the Denver local study group, which meets monthly to discuss relevant topics and collaborate with our peers. She also manages bi-monthly virtual meetings with the Delegated Planning team to share information and discuss particularly complex cases.
Sue Chensey
**Sue is not employed by nor does she work for Whitaker-Myers Wealth Managers, LTD. Delegated Planning is contracted on a quarterly basis to provide Financial Planning support Whitaker-Myers Wealth Managers advisors along with other Investment Advisory Firms across the US. It would be at the direction of the client and/or their personal Financial Advisor, Insurance Advisor, Tax Professional, and/or Legal Counsel to implement the advice given throughout the plan.**
Videos
We regularly put out valuable video content. Make sure you check out our video section to see our most recent content.
Small Caps Down 8 Straight Weeks While the S&P 500 Sets a Record: What’s Going On?
The October Fed Hike Is Dead: 29,000 Jobs, 7.28% Mortgages, and Why Bonds Fell Anyway
Rachel Cruze: How to Stop Comparing & Find Financial Contentment | Love Your Life, Not Theirs WMWM
What We Learned in the Markets This Week | Bonds Have a Violent Week | Sept 27, 2026
The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement
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
Our Blog
We regularly put out valuable blog content. Make sure you check out our blog to see our most recent posts.
I'm Following the Baby Steps. When Should I Buy Insurance?
Working through the Baby Steps and focused on getting out of debt? Insurance may feel like another expense, but the right coverage can protect the progress you’re working so hard to make. Learn which types of insurance are essential, when to consider life and disability coverage, and why protecting your income matters—even while you're paying off debt.
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What Business Structure Is Best for Me? A Guide for Business Owners
Choosing a business structure is one of the most important decisions you’ll make when starting a business. Associate Financial Advisor Jonah Kearns breaks down the key differences between sole proprietorships, partnerships, LLCs, S Corporations, and C Corporations, including taxes, liability protection, ownership, and growth considerations.
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What 7% Mortgages Mean for Housing and the Economy
Mortgage rates are back above 7%, a level not sustained in nearly 25 years, and the ripple effects reach well beyond homebuyers. The 'lock-in' effect is keeping existing homeowners in place, existing home sales continue to slide, and refinancing has dropped to multi-year lows. Yet home prices remain near record highs, propping up the wealth effect that has kept consumer spending resilient. Here's what higher-for-longer rates could mean for households, the housing market, and the broader economy.
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What's in a Name: Why "Bluespring Wealth"
Why "Bluespring"? Because every spring is fed by a source — a hidden body of water that determines everything about what flows out. The same is true of financial advice. Every recommendation you'll ever receive rises from some worldview, whether it's named or not. Ours is named: the Word of God, with its 2,300+ verses on money, wealth, and stewardship. As Whitaker-Myers becomes Bluespring, the name changes — but the aquifer feeding our advice never will. Come see what's beneath the spring.
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