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.
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
New Book Release: Retirement Done Right! | An Insider's Look
New Highs, Then an Inflation Wake-up Call
AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
Our Blog
We regularly put out valuable blog content. Make sure you check out our blog to see our most recent posts.
Consumer Financial Health: Navigating Record Highs and Historic Lows
Consumer spending continues to power the U.S. economy, even as confidence remains historically low. Summit Puri examines the mixed signals shaping today's economic landscape—from record household wealth and resilient retail sales to elevated debt, lower savings, and persistent inflation—and explains what long-term investors should focus on.
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SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio
SpaceX's historic IPO has captured investors' attention and sparked questions about whether now is the time to buy. In this article, John-Mark Young explores what makes SpaceX unique, why valuation matters, and how disciplined investors can participate in innovation without abandoning a long-term financial plan.
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John-Mark Young Named to AdvisorHub’s 2026 Advisors to Watch — Fourth Consecutive Year on the List
Whitaker-Myers Wealth Managers is proud to announce that John-Mark Young, CFP®, has been named to AdvisorHub's 2026 Advisors to Watch ranking for the fourth consecutive year. The recognition highlights his commitment to comprehensive financial planning, tax-aware strategies, client service, and sustained practice growth.
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Financial Organization: Where to Start When Your Money Feels Overwhelming
Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.
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