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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.

Whitaker-Myers Chief Compliance Officer Kelly Taylor Earns Prestigious IACCP® Designation

Kelly Taylor Chief Compliance Officer at Whitaker-Myers Wealth Managers, has earned the Investment Adviser Certified Compliance Professional (IACCP®) designation—an achievement that reflects her deep expertise and commitment to regulatory excellence. The IACCP® program is a rigorous, ethics-centered certification for compliance leaders in the investment advisory space. Kelly’s leadership strengthens our ability to deliver client-first service rooted in integrity, transparency, and SEC compliance

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Whitaker-Myers Chief Compliance Officer Kelly Taylor Earns Prestigious IACCP® Designation

Baby Step 4 Savings Explained

Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...

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Baby Step 4 Savings Explained

The U.S. National Debt - Can it be fixed?

National Debt With the new administration in place and past their first 100 days, we continue to see a moderate amount of clarity around...

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The U.S. National Debt - Can it be fixed?

Latest Articles Written by our Team

Virtual Webinars with Our Experts

Beyond Savings: How to Save ON, Not Just FOR College Planning

College may be one of the biggest investments you’ll ever make — but what if you could significantly lower the cost, avoid crushing student loan debt, and even boost your retirement savings in the process? Join Tim Hilterman CFP® of Whitaker-Myers Wealth Managers and special guest Roger Lorelle, President of Collegiate Funding Solutions, for a powerful 45-minute webinar designed specifically for parents of college-bound students.
Beyond Savings College Planning Webinar Teaser Video Featuring Tim Hilterman!
01:26
Beyond Savings College Planning Webinar Teaser Video Featuring Tim Hilterman!
What We Learned in the Markets This Week: May 16, 2025 - #markets #inflation #theramseyshow
10:31
What We Learned in the Markets This Week: May 16, 2025 - #markets #inflation #theramseyshow
Two Retirement Dangers to Avoid
10:35
Two Retirement Dangers to Avoid
The Number That Will Change Your Life
08:04
The Number That Will Change Your Life
What We Learned in the Markets This Week: May 09, 2025 - #markets #inflation #theramseyshow
12:41
What We Learned in the Markets This Week: May 09, 2025 - #markets #inflation #theramseyshow
Tax-Smart Financial Planning with Andrew Young | Ramsey Principles & Real Strategies
58:32
Tax-Smart Financial Planning with Andrew Young | Ramsey Principles & Real Strategies
Big Changes to Ohio's STRS Eligibility
06:35
Big Changes to Ohio's STRS Eligibility
What We Learned in the Markets This Week: May 2, 2025 - #markets #inflation #theramseyshow
11:36
What We Learned in the Markets This Week: May 2, 2025 - #markets #inflation #theramseyshow

Recent Videos

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