About Our Firm
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.
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.
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.
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.
Our Values
Heart of a Teacher
Family
Excellence in the Ordinary
Matthew 18 Principle
Integrity
Colossians 3:23
Work that Matters
Our Wealth Management Team
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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.
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.**
Videos
We regularly put out valuable video content. Make sure you check out our video section to see our most recent content.
The Life Cycle of a Retirement Plan: 401(k) Strategies Every Business Owner Should Know
Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions
Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged
Christian Generosity: Strategic Giving Through a Biblical Lens | Webinar Replay
AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update
Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
Our Blog
We regularly put out valuable blog content. Make sure you check out our blog to see our most recent posts.
Top Client Questions: July & August 2026
Get answers to the top questions our financial advisors received in July and August. Explore expert insights on what July's negative jobs report signals for the economy, why the U.S. intervened to support the Japanese yen, and what is driving recent S&P 500 record highs alongside strong corporate earnings. Gain clarity on changing Federal Reserve rate expectations, shifting valuations, and key macro trends to help you maintain a balanced, long-term perspective for your portfolio.
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Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
July brought increased market volatility as investors weighed AI infrastructure spending, geopolitical tension in the Middle East, and shifting Fed policy. Despite short-term pullbacks, broad markets remain near all-time highs following strong year-to-date performance. Key drivers—from rising Treasury yields and oil price spikes to new trade tariffs—highlight the ongoing importance of portfolio balance. Discover essential lessons from July's economic shifts to help navigate the rest of the year.
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How Elevated Real Yields Shape Investment Decisions
Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.
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Ohio's 2026 Sales Tax Holiday: What Families Need to Know Before You Shop
Ohio's Sales Tax Holiday returns in 2026, but with significant changes from the expanded program offered in recent years. Financial Advisor Andrew Young explains what qualifies, when the tax-free weekend takes place, and how families can plan ahead to maximize their back-to-school savings.
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