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Guiding Clients with Confidence: Logan Doup Achieves CFP® Milestone
Whitaker-Myers Wealth Managers proudly announces that Financial Advisor Logan Doup has earned his Certified Financial Planner (CFP®) designation. Joining colleagues Timothy Hilterman, CFP® and John-Mark Young, CFP®, Logan strengthens the firm’s commitment to client-first planning. The CFP® mark is the gold standard, ensuring expertise, fiduciary duty, and integrity—exactly what clients should expect from their trusted financial advisor.

Whitaker Myers
Aug 203 min read


CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now, remember, LinkedIn is supposed to be the anti-Facebook social media website. Anti-social media in the sense that for busy professionals, it’s a way to share their expertise in a given area, congratulate other professionals on their success regarding awards and promotions, and even learn something along the way with tools such as LinkedIn Learning. However, lately, it’s been a barrage of me watching so

John-Mark Young
Jul 1, 20236 min read


STARTING A SMALL BUSINESS PART I – THE FIRST STEPS
In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

Whitaker Myers
May 18, 20233 min read
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