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John-Mark Young, AIF®, RICP®, CKA®

John-Mark Young, AIF®, RICP®, CKA®

President, Chief Investment Officer, Financial Advisor, SmartVestor Pro

Client Relationship Form
Individual Disclosure Form
Client Relationship Summary Form

John-Mark Young understands that serving clients’ financial and investment needs begins with building solid and 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 & Chief Investment Officer for Whitaker-Myers Wealth Managers, he puts his clients—and their needs—first.

John-Mark is committed to helping you achieve your financial goals by offering a wide range of
investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, John-Mark 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. In 2019, Dave Ramsey invited John-Mark to join as a member of his Investing Advisory Council. Through this, John-Mark helps Dave and his team direct other advisors in serving Dave Ramsey Listeners.

Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at PNC
Wealth Management and Private Client Group for seven years, where he served as a Relationship Manager for affluent families in Northeast Ohio.

John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. To live out our belief in running Whitaker-Myers Wealth Managers as a fiduciary-based firm, John-Mark completed his AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional) designations in 2023. Additionally, John-Mark completed his CKA® (Certified Kingdom Advisor) designation in 2024. A firm believer in continuing education, John-Mark is working towards achieving his Certified Financial Planner and Chartered Financial Consultant (ChFC®) designations.

John-Mark lives in Ontario, Ohio, with his wife Megan, Bella, Nash, and Landrie, their three children.
Outside of work, John-Mark is a member of Westwood Alliance Church, where he has served as an
Awana Youth Leader. He was also the assistant varsity girls’ basketball coach at Mansfield Christian
School for five years. He serves on the board of directors at The Christian Children’s Home of Ohio, Inc and Buckeye State Credit Union.

Contact Info


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