John-Mark Young believes that great financial planning begins with a great partnership, one built on trust, honest conversation, and a genuine commitment to the people sitting across the table. As President and Co-Chief Investment Officer of Whitaker-Myers Wealth Managers, he has spent nearly twenty years helping individuals and families navigate their financial lives with clarity, confidence, and purpose.

His approach starts with listening. Every client brings a unique set of circumstances, goals, and values to the table, and no two retirement plans, investment strategies, or legacy conversations look exactly alike. John-Mark works closely with each client to design a comprehensive, customized financial plan that integrates investment management, tax strategy, retirement income planning, Social Security optimization, and estate coordination into a single, coherent whole. Because every financial decision affects every other decision, integration is not optional; it is the foundation of everything he does.

Faith and Finance

John-Mark holds the Certified Kingdom Advisor (CKA®) designation, reflecting his commitment to helping clients see their financial lives through the lens of biblical stewardship. He is a Dave Ramsey SmartVestor Pro and was invited in 2019 to join Dave Ramsey's Investing Advisory Council, a select group of advisors who help guide the Ramsey team in serving listeners nationwide. His planning philosophy aligns closely with Ramsey's core principles: eliminate debt, build wealth intentionally, give generously, and live with financial freedom.

Published Author

In 2026, John-Mark published his first book — Retirement Done Right: Biblical Wisdom Meets Practical Financial Planning — now available on Amazon. Written for families who have followed a biblical, debt-free approach to building wealth and want a fully integrated framework for what comes next, the book covers the complete retirement journey across 35 chapters: Social Security strategy, Medicare planning, tax-efficient withdrawals, Qualified Charitable Distributions, donor-advised funds, estate planning, and the advanced strategies most advisors never explain clearly. Throughout every chapter, the financial framework is grounded in the conviction that we are stewards, not owners, and that retirement done right is not simply a financial achievement but a faithful response to everything God has provided.

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Experience and Background

Before joining Whitaker-Myers Wealth Managers, John-Mark spent seven years at PNC Wealth Management and Private Client Group, serving as a Relationship Manager for affluent families across Northeast Ohio. That institutional background gave him a deep understanding of how to build and implement financial plans that protect, grow, and transfer wealth across generations, and a clear picture of where the traditional financial services model falls short of what families actually need.

Community and Faith

John-Mark is deeply rooted in his community. He is a member of Westwood Alliance Church, where he has served as an Awana Youth Leader. He spent five years as assistant varsity girls' basketball coach at Mansfield Christian School and currently serves on the Board of Directors at The Christian Children's Home of Ohio. He lives in Ohio and Florida with his wife, Megan, and their three children, Bella, Nash, and Landrie.

Credentials and Designations

• Certified Financial Planner (CFP®)

• Accredited Investment Fiduciary (AIF®)

• Chartered Financial Consultant (ChFC®)

• Certified Kingdom Advisor (CKA®)

• Enrolled Agent (EA) with the IRS

• National Social Security Advisor (NSSA®)

• Retirement Income Certified Professional (RICP®)

• Retirement Management Advisor (RMA®)

• Tax Planning Certified Professional (TPCP®)

• Advanced Certificate in Blockchain & Digital Assets

Education and Recognition

• B.S., Organizational Management, Campbellsville University

• MBA, Finance, Ashland University

• 2023 AdvisorHub Top 200 Fastest Growing Advisors to Watch

• 2024 & 2025 AdvisorHub Top 200 RIAs to Watch

• 2025 & 2026 Forbes Best-In-State Wealth Advisors