Whitaker-Myers Wealth Managers, Ltd.
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 that recommendation. We are here to help you and guide through your financial plan, every step of the way!
With twelve financial advisors, a financial coach, CPA and attorney, 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.
Benefits we offer our clients:
• Comprehensive Financial Plan to help you pursue and monitor your goals coordinated with our tax practice, Whitaker-Myers Tax Advisors
• Access to Private Client Website – helps consolidate all accounts under one view with customized reporting
• Coordination with outside advisors such as attorneys, accountants, or bankers
• Dave Ramsey Smartvestor Pro & Tax ELP endorsement
• Access to over 8,000 mutual funds, ETF’s and investment managers
Our clients have the comfort in knowing that if they ever have questions, we are just a phone call away. All of our clients have our personal cell phone numbers and our promise to return their call within the same business day!
*There are no warranties implied.
Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser located in Ashland, Ohio. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s web site on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC and individually licensed and appointed insurance agents.
