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 be able to 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.
Vision
To be the most comprehensive wealth management firm with seamless client interactions so that clients trust us with all of their financial needs.
Core Values
Heart of a Teacher
We are here to educate clients and help them feel confident about their current and future finances. We work together to answer the question “Am I going to be okay?” (Philippians 4:8-9)
Integrity
We hold ourselves to the fiduciary standard, that is why we do the right thing no matter what. We act only in the best interest of our clients and we approach every interaction with the intent to serve rather than sell. (Philippians 2:3-4)
Family
We work hard but also know that family is important. We strive to balance working with spending time with family. We believe a good balance of work and life is essential to our physical health and will allow us to continue our mission that we have been called to do long term. (Proverbs 22:6, I Timothy 5:8)
Colossians 3:23
“In all the work you are doing, work the best you can. Work as if you were doing it for the Lord, not for people.” We strive to “live it and give it” and work hard to become better every day in life and in business.
Excellence in the Ordinary
We are faithful in the little things. We are reliable, trustworthy, consistent and on time. (Luke 16:10-12)
Work that Matters
We are motivated to come to work every day and genuinely help our clients and future clients. We know our work matters and is honest. We believe helping enough people will reward us not just financially but spiritually as well. (Colossians 3:17)
Matthew 18 Principle
Biblical conflict resolution. We are optimistic and objective – we deal in facts and truth. We strive to be part of the solution and not the problem.