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The Financial Advisors here at Whitaker-Myers Wealth Managers have the heart of a teacher! We are passionate about making sure you understand our recommendations as well as why we are making those recommendations. We are here to help you and guide through your financial plan, every step of the way! 

With Financial Advisors, Financial Coaches, and a CPA on our team, 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.

We are a fee-based, independent, registered investment advisory firm, held to the fiduciary standard, meaning we always put our clients’ interests first. 

Our typical client wants to collaborate with a team of investment professionals on their dreams, goals, and objectives. We do not have a minimum investment size. Our clients are serious about their wealth and are looking for an independent wealth manager that is willing to teach, answer questions, and someone who is driven to serve their clients needs first. 

About Our Firm

Our Mission

Whitaker-Myers Wealth Managers strives to have the heart of a teacher, so that we can empower and equip people with the knowledge and tools they need to help them achieve their goals and feel confident about their financial future. We do this by providing integrity-based financial planning and investment advisory services that are tailored to the specific needs, goals, and values of each client.

Our Vision

To be the most comprehensive wealth management firm with seamless client interactions so that clients trust us with all of their financial needs.

Whitaker Myers Wealth Management Team Photo at Ramsey Solutions
Work that Matters
Excellence in the Ordinary
Colossians 3:23
Family
Heart of a Teacher
Integrity
Matthew 18 Principle

Our Values

Our Wealth Management Team

Jake Buckwalter

Jake Buckwalter

Stephen Armstrong

Stephen Armstrong

Tim Hilterman, CFP®

Tim Hilterman, CFP®

Matthew Harris

Matthew Harris

Andrew Young

Andrew Young

Kelly Kranstuber

Kelly Kranstuber

Kelly Stewart

Kelly Stewart

Joshua Paletta

Joshua Paletta

Grant Jennings, CFP®

Grant Jennings, CFP®

Lindsey Curry

Lindsey Curry

Kelly Taylor

Kelly Taylor

Shelly Sturts

Shelly Sturts

Robyn Minnear

Robyn Minnear

Drew Hodgson, CFP® Professional

Drew Hodgson, CFP® Professional

David Gearhart

David Gearhart

Clay Reynolds

Clay Reynolds

Joseph Browning

Joseph Browning

Mica McKenna

Mica McKenna

Barbie Cyphers

Barbie Cyphers

Summit Puri, M.D. M.B.A. MCSO

Summit Puri, M.D. M.B.A. MCSO

John-Mark Young, AIF®, CKA®, RICP®, RMA®

John-Mark Young, AIF®, CKA®, RICP®, RMA®

DELEGATED PLANNING

The team at Whitaker-Myers Wealth Managers has a professional relationship with Delegated Planning to assist in providing Financial Planning support to our clients that need and desire a comprehensive Financial Plan. 

Sue and her team of certified financial planning professionals have many years of experience in completing thousands of financial plans. Having worked with clients ranging from $250,000 to $50 million in net worth, Sue's team can approach and analyze questions from many different perspectives. This is what they love about their work – examining challenging issues and troubleshooting possible solutions to address clients’ concerns.

Having worked directly with clients in the past, her team is well aware that crunching numbers is not really what financial planning is all about. They will focus on understanding the pressing issues, work through various strategies to tackle them, and clearly communicate the necessary actions without it seeming overwhelming. The delivery of advice and the ability to implement the agreed-upon recommendations are at the heart of financial planning.

Qualifications

Sue graduated with a Bachelor of Science in Commerce from the University of Virginia and earned a master’s degree in Personal Financial Planning from the College for Financial Planning. She attained the certified financial planning designation over ten years ago.

 

Sue continues to expand her planning knowledge through various memberships in study groups, attending conferences and webinars, as well as reading and listening to industry media.

Sue is a National Association of Personal Financial Advisors (NAPFA) member and directs the Denver local study group, which meets monthly to discuss relevant topics and collaborate with our peers. She also manages bi-monthly virtual meetings with the Delegated Planning team to share information and discuss particularly complex cases.

Delegate Planner Photo

Sue Chensey

**Sue is not employed by nor does she work for Whitaker-Myers Wealth Managers, LTD. Delegated Planning is contracted on a quarterly basis to provide Financial Planning support Whitaker-Myers Wealth Managers advisors along with other Investment Advisory Firms across the US. It would be at the direction of the client and/or their personal Financial Advisor, Insurance Advisor, Tax Professional, and/or Legal Counsel to implement the advice given throughout the plan.**

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
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Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
How, When & How Much Do I Qualify For In Social Security Benefits? Ramsey Smartvestor Pro
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How, When & How Much Do I Qualify For In Social Security Benefits? Ramsey Smartvestor Pro
What We Learned in the Markets This Week: December 6th 2024 - Ramsey Solutions Smartvestor Advisor
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What We Learned in the Markets This Week: December 6th 2024 - Ramsey Solutions Smartvestor Advisor
Is Social Security Going Bankrupt? Will I Be Able to Get a Benefit? Ramsey Smartvestor Pro
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Is Social Security Going Bankrupt? Will I Be Able to Get a Benefit? Ramsey Smartvestor Pro
What We Learned in the Markets This Week: November 29th 2024 - Ramsey Solutions Smartvestor Advisor
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What We Learned in the Markets This Week: November 29th 2024 - Ramsey Solutions Smartvestor Advisor
Can You Time The Stock Market? Get Out Before It’s Bad and In When It’s Good? Ramsey Smartvestor Pro
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Can You Time The Stock Market? Get Out Before It’s Bad and In When It’s Good? Ramsey Smartvestor Pro
Whitaker-Myers Wealth Managers 2025 Market Outlook Economic Update Featuring Economist Andrew Opdyke
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Whitaker-Myers Wealth Managers 2025 Market Outlook Economic Update Featuring Economist Andrew Opdyke
What We Learned in the Markets This Week: November 15th 2024 - Ramsey Solutions Smartvestor Advisor
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What We Learned in the Markets This Week: November 15th 2024 - Ramsey Solutions Smartvestor Advisor

Videos

We regularly put out valuable video content. Make sure you check out our video section to see our most recent content.

Our Blog

We regularly put out valuable blog content. Make sure you check out our blog to see our most recent posts.

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

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Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

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Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

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Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Planning Ahead – 2025 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

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Planning Ahead – 2025 Retirement Contribution Limit Changes
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