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
What Rising Gasoline Prices Mean for Consumers and the Economy
Rising gasoline prices are more than just a frustration at the pump—they’re a signal of broader economic shifts. As energy costs climb amid geopolitical tensions, consumers, inflation, and market expectations are all feeling the ripple effects.
STAY THE COURSE: WHAT 75 YEARS OF MARKET HISTORY TELLS US ABOUT VOLATILITY, THE IRAN CONFLICT, AND YOUR WEALTH
Stock market headlines are scary right now — but they always are. Before you make any moves with your portfolio, look at 75 years of S&P 500 data. From the 1970s stagflation crisis to the 2008 financial collapse to a global pandemic, the market has averaged +11.7% annually with an average intra-year drop of just -13.6%. The Rule of 72 says your money doubles every 6 years at that rate. Here's what the data — and Dave Ramsey's Baby Steps — say to do right now.
Q1 2026 Market Update: Navigating Geopolitical Tensions, Oil Shocks, and Market Volatility
In this Q1 2026 market recap, Chief Operating Officer & Co-Chief Investment Officer Summit Puri breaks down the impact of geopolitical tensions, rising oil prices, and economic uncertainty on global markets—and what it means for long-term investors.
Virtual Webinars with Our Experts
2026 Tax Update Webinar
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