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
Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com—For the Second Year in a Row
Whitaker-Myers Wealth Managers has once again been named one of the Top 50 RIA Firms in the U.S. by ETF.com—our second consecutive year receiving this honor. This recognition highlights our expertise, growth, and leadership in helping clients navigate the ever-evolving world of Exchange Traded Funds. We are grateful for the trust of our clients and remain committed to serving with discipline and the heart of a teacher
Senior Tax Bonus: A Deep Dive
In July of 2025, Chief Financial Planning Officer Tim Hilterman wrote an article highlighting some of the changes to the tax law in the recent “Big Beautiful Bill.” In this article, we’re going below deck and exploring one of those changes in more detail – the Senior Tax Bonus.
Virtual Webinars with Our Experts
Retirement Readiness: Planning For The Next Phase
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