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Financial
Advisors

with the Heart of a Teacher

A comprehensive wealth management firm you can trust with integrity and seamless, authentic, client interactions.

Personal
Services

Corporate
Services

Financial
Coaching

Financial Peace
University

Christian Values
Portfolio

Ours 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!

Top 20 RIAs to Watch

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Our Services:

Whitaker Myers Wealth Management Team at Ramsey Solutions
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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.

Traditional 401(k) vs. Roth 401(k)

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

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Traditional 401(k) vs. Roth 401(k)

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

For most companies, the 4th quarter of the year is an essential time for registering for benefits.  According to the Bureau of Labor...

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Employer Annual Benefits Enrollment – What You Need to Consider - 2024

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

Grant Jennings joins Whitaker-Myers Wealth Managers

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Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

Latest Articles Written by our Team

Would Dave Ramsey Recommend I Invest in Real Estate As I Near Retirement? Ramsey Smartvestor Pro
10:06
Would Dave Ramsey Recommend I Invest in Real Estate As I Near Retirement? Ramsey Smartvestor Pro
What We Learned in the Markets This Week: October 11th 2024 - Ramsey Solutions Smartvestor Advisor
11:24
What We Learned in the Markets This Week: October 11th 2024 - Ramsey Solutions Smartvestor Advisor
Is Dave Ramsey Right About Investing In The Four Categories of Investing? Ramsey Smartvestor Pro
10:55
Is Dave Ramsey Right About Investing In The Four Categories of Investing? Ramsey Smartvestor Pro
What We Learned in the Markets This Week: October 4th 2024 - Ramsey Solutions Smartvestor Advisor
10:56
What We Learned in the Markets This Week: October 4th 2024 - Ramsey Solutions Smartvestor Advisor
Why Use An HSA and How To Contribute in Light of Your Baby Step 4 Calculation Ramsey Smartvestor Pro
11:21
Why Use An HSA and How To Contribute in Light of Your Baby Step 4 Calculation Ramsey Smartvestor Pro
What We Learned in the Markets This Week: September 27th 2024 - Ramsey Solutions Smartvestor Advisor
12:17
What We Learned in the Markets This Week: September 27th 2024 - Ramsey Solutions Smartvestor Advisor
Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Mgrs Ramsey Smartvestor Pro
10:04
Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Mgrs Ramsey Smartvestor Pro
What We Learned in the Markets This Week: September 20th 2024 - Ramsey Solutions Smartvestor Advisor
12:15
What We Learned in the Markets This Week: September 20th 2024 - Ramsey Solutions Smartvestor Advisor

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