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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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!

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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

Tactical Portfolios: Navigating Bull and Bear Markets

Markets move in cycles, and successful investing requires both long-term strategy and tactical flexibility. This article explores how strategic and tactical asset allocation can help investors manage risk, respond to changing market conditions, and make retirement withdrawals more efficiently. Learn how a disciplined approach can help navigate both bull and bear markets.

The Leisure Lie: A Retirement Unfulfilled?

Retirement is often portrayed as a permanent vacation, but true fulfillment comes from purpose, relationships, and meaningful engagement. This article challenges the cultural “leisure lie” and explores how retirees can build a rewarding next chapter grounded in connection and contribution.

Interest Rates: An Ever-Changing Landscape

Interest rates influence everything from borrowing costs to bond prices and stock valuations. Understanding how Federal Reserve rate changes ripple through the economy can help investors stay disciplined and focused on long-term financial goals.

Smart Moves for Social Security

Join us for an upcoming educational webinar, Smart Moves for Social Security, hosted by President & Chief Investment Officer John-Mark Young, CFP® and Chief Financial Planning Officer Tim Hilterman, CFP®. As tax season approaches, Social Security decisions can have a bigger impact on your overall financial picture than many people realize. In this session, John-Mark and Tim will walk through key strategies, recent legislative updates, and important considerations to review before you file—so you can make confident, informed choices.

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