Financial
Advisors

with the Heart of a Teacher

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

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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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Top 20 RIAs
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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.

Meet our Whole Team

John-Mark Young, CFP®

jmyoung@whitakerwealth.com

330.345.3921

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Tim Hilterman, CFP®

thilterman@whitakerwealth.com

330-345-3930

Schedule a Meeting

Latest Articles Written by our Team

Why You Shouldn't Compare Your Portfolio to the S&P 500

Every time the S&P 500 hits a record, investors wonder how their own accounts measure up. But the S&P 500 covers only two of Dave Ramsey's four categories — Growth and Growth & Income — leaving out Aggressive Growth and International entirely. Comparing four categories to two isn't a scorecard; it's a recipe for frustration. Here's what's happening beneath the headlines in small caps, value stocks, and international markets, and why owning all four still matters.

Grandparent-Owned 529 Savings Plans: The Benefits of Recent Changes

For many families, funding a child's education is a top financial goal — and grandparents often want to help. A recent change to federal financial aid rules now excludes grandparent-owned 529 accounts from the student income portion of the aid calculation, removing a longstanding drawback. Combined with tax-free growth, generous gifting limits, and new flexibility for unused funds, these accounts deserve a second look as part of a family's education funding and legacy planning strategy.

Sinking Funds: The Secret to Stress-Free Spending

Car repairs, Christmas, and insurance premiums may feel like unexpected expenses, but they’re often predictable costs that can be planned for. Associate Financial Advisor Jonah Kearns explains how sinking funds help break larger expenses into manageable monthly savings, making it easier to stay on budget and avoid unnecessary financial stress.

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!

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