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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.

Our Services:

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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!

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Services

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Services

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Coaching

Financial Peace
University

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Portfolio

Our Services:

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

A smarter college savings strategy can create opportunities far beyond tuition.

When it comes to saving for a child’s future, flexibility matters. In this article, Associate Financial Advisor Joseph Browning shares why UTMA accounts can be a powerful alternative to traditional college savings plans, offering families greater freedom to use funds for education, life expenses, and long-term financial opportunities.

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A smarter college savings strategy can create opportunities far beyond tuition.

Are Your Finances Actually Healthy? 5 Ratios That Can Help You Find Out

Real Talk: Are my Finances “Healthy”? Almost everyone on God’s green Earth pauses at some point and asks themselves the same question: “How am I doing financially?” “Am I saving enough for retirement?”“Do I have too much debt?”“Are my expenses reasonable for what I earn, or am I one unexpected event away from financial stress?” What makes these questions so difficult is that there’s no such thing as a truly “average” life. People have different incomes, careers, family situations, ages,...

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Are Your Finances Actually Healthy? 5 Ratios That Can Help You Find Out

Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.

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Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

Virtual Webinars with Our Experts

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A New Release: Retirement Done Right

What if retirement planning wasn’t just about numbers—but about clarity, confidence, and stewardship for the years ahead? We’re excited to introduce Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future, a new book from John-Mark Young, CFP®. Written for those who have been faithful in saving and preparing, this book brings together practical financial planning and a biblical perspective to help you navigate one of life’s most important transitions. To celebrate the release, we’re hosting a special live conversation where John-Mark will share key ideas from the book, provide additional context around some of its most important concepts, and answer your questions. After years of working with families approaching and living in retirement, John-Mark saw a common pattern—many people have done the right things financially, but still lack a clear, coordinated plan for what comes next. This book was written to bridge that gap. Inside Retirement Done Right, you’ll gain insight into: • How to turn your savings into a reliable and sustainable retirement income • The hidden tax challenges that can impact your long-term plan—and how to prepare for them • Key Social Security decisions that can significantly affect your future income • A faith-based perspective that replaces fear with thoughtful, disciplined decision-making • Practical strategies that many retirees don’t realize are available to them This isn’t theory—it’s a guide built on real-world experience, designed to help you move from having pieces of a plan to having a clear path forward. Whether you’re within 5–10 years of retirement or already there, this is an opportunity to gain clarity, ask questions, and walk away with practical next steps.

Our New Book

Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future

by John Mark Young

Recent Videos

New Book Release: Retirement Done Right! | An Insider's Look
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New Book Release: Retirement Done Right! | An Insider's Look

New Highs, Then an Inflation Wake-up Call
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New Highs, Then an Inflation Wake-up Call

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
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AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
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Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

Why Only 1 in 3 Americans Has a Will (And What You're Risking Without One)
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Why Only 1 in 3 Americans Has a Will (And What You're Risking Without One)

Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
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Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained

The Stock Market Fully Recovered — Here’s What Smart Investors Did Differently
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The Stock Market Fully Recovered — Here’s What Smart Investors Did Differently

5 Critical Moves Pre-Retirees Must Make After Filing Taxes (2026 Strategy Guide | CFP Explains)
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5 Critical Moves Pre-Retirees Must Make After Filing Taxes (2026 Strategy Guide | CFP Explains)

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