Financial
Advisors
with the Heart of a Teacher
A comprehensive wealth management firm you can trust with integrity and seamless, authentic, client interactions.
Our Services:
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!
Our Services:
_gif.gif)
Top 20 RIAs
to Watch
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.
Latest Articles Written by our Team
John-Mark Young Earns CPWA® Certification
Whitaker-Myers Wealth Managers is pleased to announce that John-Mark Young has earned the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute. The advanced credential focuses on the planning needs of high-net-worth families — equity compensation, business succession, estate and charitable planning, and advanced tax strategy — and reflects John-Mark’s commitment to bringing sharper, more complete advice to the families the firm serves.
Do You Know What You Own? Understanding the 3 Major Retirement Portfolio Types
Not all investment portfolios are built the same way. Associate Financial Advisor Joseph Browning breaks down the three major retirement portfolio types—indexed, factor-based, and actively managed—exploring their advantages, disadvantages, and approaches to investing. Learn why understanding what you own and how your portfolio works is an important step toward aligning your investments with your long-term financial goals.
Volatility: The Price of Admission
Market downturns can be unsettling, especially when you see your hard-earned savings lose value. But volatility is a normal part of stock market investing, and understanding how it works can help you avoid emotional decisions and stay focused on your long-term goals. Financial Advisor David Gearhart explores why volatility matters, how time horizons and risk tolerance influence investment decisions, and how investors can use strategies like dollar-cost averaging and rebalancing.
Virtual Webinars with Our Experts
