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:
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Top 20 RIAs to Watch
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 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
Celebrating a Milestone: Joseph Browning Earns IRS Enrolled Agent Designation
Joseph Browning, Associate Advisor at Whitaker-Myers Wealth Managers, recently earned his Enrolled Agent designation from the IRS, a respected credential recognizing advanced tax expertise. This achievement reflects our firm’s belief that tax planning and financial planning go hand in hand. By requiring our associate advisors to earn the EA designation, we ensure clients receive integrated, tax-aware financial guidance at every stage of life.
Whitaker-Myers Tax Advisors Announces New Enrolled Agent: John-Mark Young
Whitaker-Myers Tax Advisors is proud to announce that John-Mark Young has earned his Enrolled Agent designation. This achievement allows him to represent clients before the IRS, file tax returns, and offer the informed guidance our clients expect. His expanded expertise strengthens our commitment to true holistic financial planning.
Financial Aid and Parental Stress - November College Education
November may be the eleventh month of the year, but for many families it feels like the busiest. While we enjoy the traditions and history of the season, it also brings real-life responsibilities—especially for parents with college-bound seniors. And when it comes to college planning, nothing seems to raise the blood pressure faster than the financial aid process.
Virtual Webinars with Our Experts
Economic Review & Outlook - 10 December 2025
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