Financial Advisor, Smartvestor Pro
Jake Buckwalter understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker Myers Wealth Managers located in Northern and Central Ohio and Texas, he puts his clients—and their needs—first.
Offering a wide range of investment services and alternatives, Jake is committed to helping you achieve your financial goals. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, Jake is one of Dave Ramsey’s Local Smartvestor Pros, because like Dave his focus is on helping clients live their lives debt-free and financially independent
Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, Jake spent 4 years at Fidelity Investments where he provided investment management advice and retirement planning services to clients of the firm. Additionally, Jake spend time with a local Registered Investment Advisory firm that gave him experience working with individuals on their specific tax and financial planning concerns.
Jake graduated from Tiffin University in 2013 with a bachelor’s degree in Business Finance.
Jake lives in Wooster where he attends Oaks Church. He also is the assistant varsity Track and Field coach at Wooster High School. In his free time, he enjoys golfing, playing soccer, and spending time with family.