Careers at Whitaker-Myers
Do you have the HEART
for helping people with their finances?
Many people want to know if they will be okay financially when they retire. That’s why at Whitaker-Myers, we not only help clients with their investments but also help them with the exact steps to take to achieve their financial goals so that they can live and give like no one else.
As one of the few Ramsey Solutions’ National SmartVestor Pros, we work with clients nationwide and our advice is consistent with what Ramsey Solutions teaches.
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.
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
