Financial
Advisors

with the Heart of a Teacher

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

Meet With Us Today

Start Your Financial Plan

Our Services:

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!

More About Our Firm

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.

Meet our Whole Team

John-Mark Young, CFP®

jmyoung@whitakerwealth.com

330.345.3921

Schedule a Meeting

Tim Hilterman, CFP®

thilterman@whitakerwealth.com

330-345-3930

Schedule a Meeting

Latest Articles Written by our Team

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.

Umbrella Insurance: The Extra Layer of Protection Your Financial Plan Needs

Most people rely on home and auto insurance to protect their assets—but what happens when those limits aren’t enough? Umbrella insurance provides an added layer of liability coverage that helps safeguard your savings, investments, and future income from unexpected claims or lawsuits.

2026 Tax Update Webinar

Congress has passed sweeping tax legislation that will impact millions of Americans filing their 2025 tax returns in 2026 — and the changes could significantly affect your financial plan. 💰 Join us for our upcoming 2026 Tax Updates Webinar, hosted by: • John-Mark Young, CFP® – President & Co-Chief Investment Officer • Tim Hilterman, CFP® – Chief Financial Planning Officer • Kage Rush, CPA – Chief Financial Officer Our team will break down what’s new, what’s changing, and what planning opportunities you should be aware of. 🧠 During this webinar, you’ll learn about: ✅ Expanded deductions and credits that could lower your tax bill ✅ New provisions affecting tips, overtime income, and retirees ✅ Increased Child Tax Credits and expanded SALT deductions ✅ Key changes to energy credits and other temporary provisions ✅ Strategic planning moves to consider in 2026 Many of these updates will apply automatically — but the greatest opportunities often come from proactive planning. ⏳ ✨ Don’t miss this essential update for the 2026 filing season.

Recent Videos