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!
Financial Peace
University
Christian Values
Portfolio
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
40 Years of Money Management – Focus: Wealth-Building
After 40 years of marriage, Joe Mains and his wife, Tammi, have learned that building wealth is about more than choosing the right investments—it’s about working together, staying consistent, and being willing to change. In this personal story, Joe shares how discovering Dave Ramsey transformed their marriage and finances and the wealth-building principles that helped them reach their retirement goals.
How to Plan for Retirement: 9 Steps for a Secure Outcome
Retirement planning doesn't have to be complicated, but it does require intentionality and consistency. From setting retirement goals and saving 15% of your income to managing debt, preparing for healthcare costs, and creating an estate plan, these nine steps can help you build a stronger financial foundation for the future.
Why Bonds Had Their Worst Year in History: A Look Back at 2022
2022 was a historic year for bonds, challenging the long-held assumption that fixed income would always provide a reliable buffer against stock market volatility. Associate Financial Advisor Clay Reynolds examines what caused the bond market's unprecedented decline, how rapidly rising interest rates affected bond prices, and what investors can learn when building a resilient portfolio.
Virtual Webinars with Our Experts
Exclusive Webinar with Rachel Cruze, Best-Selling Author of Love Your Life, Not Theirs
Love Your Life, Not Theirs: The Pursuit of Contentment
What if having more isn't the same as living better?
We live in a world that makes comparison almost impossible to escape. Social media, lifestyle upgrades, bigger homes, newer cars, and someone else's seemingly perfect life can leave us wondering if we're falling behind—or if what we have is simply not enough.
But what if the secret to a richer life isn't having more? What if it's learning to be content with what you already have?
Join Rachel Cruze of Ramsey Solutions for an engaging and honest conversation with John-Mark Young, CFP® and Tim Hilterman, CFP® as they explore the powerful connection between money, comparison, gratitude, and contentment.
Inspired by the themes of Rachel's book, Love Your Life, Not Theirs, this conversation will go beyond financial numbers to explore what it really means to build a life you love—without constantly measuring it against someone else's.
During this conversation, we'll explore:
Why comparison can make even a good financial life feel like it's not enough
How to recognize the difference between healthy financial goals and the pressure to keep up
The role gratitude and contentment play in our relationship with money
How our spending habits can be influenced by the lives we see around us
What it looks like to enjoy the life you've worked hard to build
How to pursue financial goals without always feeling like you're behind
Practical ways to shift your perspective from “What am I missing?” to “What do I already have?”
Meet Our Special Guest: Rachel Cruze
We're thrilled to welcome Rachel Cruze of Ramsey Solutions for this special conversation. Rachel is a #1 New York Times bestselling author, financial expert, and host of The Rachel Cruze Show. Known for making money conversations practical, relatable, and empowering, Rachel brings a fresh perspective on breaking free from comparison, finding financial peace, and discovering true contentment.
Your Life. Your Money. Your Definition of Enough.
This isn't about giving up your goals or settling for less. It's about learning to recognize when more isn't necessarily better—and discovering the freedom that comes from appreciating the life you're already building.
Come ready for an honest, encouraging conversation that may change the way you think about money, success, and what it means to live a life you love.
Register today and join us for this special live online event!
Understanding Social Security – Making Informed Decisions for Retirement
Social Security is one of the most important pieces of your retirement income plan, but understanding when and how to claim your benefits isn't always straightforward. Join Tim Hilterman, CFP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, along with special guest Julia Fuentes, CIMA®, WMS™, RSSA®, Financial Planning & Coaching Senior Specialist with Vanguard Financial Advisor Services, for an educational workshop designed to help you make more confident Social Security decisions.
Whether retirement is just around the corner or already underway, this webinar will walk through the rules, strategies, and real-life scenarios that can impact your benefits and your long-term retirement plan.
During this complimentary workshop, you'll learn about:
Social Security basics and the latest reform proposals being discussed
Real-life case studies illustrating how the earnings test works
Spousal benefits and recent changes to claiming strategies
Survivor benefits and how they can affect your family
Special situations, including divorce and the taxation of Social Security benefits
Bring your questions and gain practical insights that can help you and your loved ones make informed retirement decisions.
Our New Book
Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future
by John Mark Young