Whitaker‑Myers Wealth Managers is proud to announce that David Gearhart, Associate Financial Advisor, has earned the distinguished Enrolled Agent (EA) designation with the IRS. This credential positions David among a select group of professionals authorized to represent clients before the IRS—reinforcing the firm’s holistic approach to financial planning that fully integrates tax strategy and compliance.
David’s attainment of the EA reflects both his dedication to professional excellence and the firm’s unwavering commitment to delivering tax-aware financial guidance. As an EA, David is now federally certified to prepare IRS-related documents, resolve tax disputes, and advise on complex issues ranging from retirement distributions to investment tax implications.
“David’s achievement as an Enrolled Agent underscores Whitaker‑Myers Wealth Managers dedication to taking a truly comprehensive approach to financial planning,” said John‑Mark Young, President of Whitaker-Myers Wealth Managers. “In a world where taxes can have a significant impact on portfolio outcomes, having multiple EA's on our team, like David, allows us to serve our clients with deeper insight and greater confidence.”
Echoing this sentiment, Timothy Hilterman, CFP®, Chief Financial Planning Officer at Whitaker‑Myers, remarked:
“Earning the EA designation demonstrates David’s passion for equipping clients to make informed decisions by understanding not just investment performance, but tax consequences as well. This elevates our ability to provide integrated, fiduciary-first advice.”
A Strategic Advantage for Clients
Building tax planning into the fabric of financial advice is a hallmark of Whitaker‑Myers’ “heart of a teacher” philosophy. David’s EA designation ensures clients benefit in several key ways:
IRS Representation — Clients gain a trusted advisor to advocate on their behalf during audits or tax disputes.
Optimized Tax Strategies — Sophisticated guidance on retirement planning, capital gains management, tax-loss harvesting, and more.
Informed Financial Decisions — Integrated planning that aligns investment choices with tax implications, advancing long-term financial goals.
What This Means for Financial Planning at Whitaker‑Myers
David’s new credential enhances the firm’s team-based planning model, which already includes CFP® professionals, a CPA, and delegated financial planners. It solidifies the firm’s standing as a tax-savvy, fiduciary-first partner for clients—whether navigating retirement, managing wealth, or building generational legacies.
About David Gearhart, EA
A recent graduate from Ashland University with his MBA, David brings fresh energy and analytical rigor to the team. As an Enrolled Agent, he embodies the firm’s values of clarity, empowerment, and stewardship. His new role further equips clients to make tax-wise choices that positively impact their financial futures.
To meet with David or any of our Financial Advisors, please click here.
Whitaker‑Myers Wealth Managers Celebrates Associate Financial Advisor David Gearhart Earning IRS Enrolled Agent Designation
July 5, 2025
John-Mark Young
Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.
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