Financial
Advisors
with the Heart of a Teacher
A comprehensive wealth management firm you can trust with integrity and seamless, authentic, client interactions.
Financial Peace
University
Christian Values
Portfolio
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 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.
Do You Want to Get Rich or Build Wealth?
At first glance, these two ideas—getting rich and building wealth—might seem synonymous. After all, don’t both imply having a lot of...
Recession Q & A
Over the last four years, you may have heard the many warnings of an impending recession. Despite media outcry, a recession has yet to...
Saving Money for Future Needs – Like Vacation!
Managing Money Tammi and I have been avid fans of Dave Ramsey and Ramsey Solutions for more than 30 years. We were married at age 20 and...
Latest Articles Written by our Team
Virtual Webinars with Our Experts
Mid-Year Market Outlook
Join Whitaker-Myers Wealth Managers on June 30, 2025, for the Mid-Year Market Outlook webinar, hosted by President and Co-Chief Investment Officer John-Mark Young and Co-Chief Investment Officer Summit Puri. This exclusive event will offer a deep dive into the market performance of the first half of the year, along with expert insights on what to expect moving forward. From economic surprises to portfolio positioning strategies, you'll gain the clarity and confidence needed to navigate the months ahead.
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