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Whitaker-Myers Group Expands in Bluffton, South Carolina with Acquisition of John Mosca CPA, PC

  • Writer: Whitaker Myers
    Whitaker Myers
  • Jan 1
  • 3 min read

The Whitaker‑Myers Group is proud to announce the acquisition of John Mosca CPA, PC, located at 1 Mallett Way in Bluffton, South Carolina. This strategic addition strengthens the Group’s integrated tax, wealth management, insurance, and benefits platform while deepening its commitment to long-standing, relationship-driven client service.


Whitaker-Myers Group is comprised of Whitaker‑Myers Insurance Agency, Whitaker‑Myers Benefit Plans, Whitaker‑Myers Wealth Managers, and Whitaker‑Myers Tax Advisors. The addition of John Mosca, CPA, PC, meaningfully expands Whitaker-Myers Tax Advisors’ and Wealth Managers' footprint in the Lowcountry and reinforces the Group’s long-term vision of delivering coordinated financial guidance under one roof.


Continuity, Familiar Faces, and a Thoughtful Transition

Clients can expect continuity and familiarity throughout the transition. John Mosca will continue working closely with the Whitaker-Myers team throughout 2026, maintaining a few of his long-standing client relationships—mainly those he has historically served out of New York City.


In addition, John’s employee Gabriel Reyes, who recently earned his Enrolled Agent (EA) designation with the IRS, will be joining Whitaker-Myers Tax Advisors—bringing deep knowledge of the client base and a shared commitment to service excellence.


To further support clients in the region, David Gearhart, Associate Advisor with Whitaker-Myers Wealth Managers and an Enrolled Agent (EA) with the IRS, has relocated to the Bluffton area. David will help serve existing wealth management clients while assisting John Mosca CPA clients who are interested in transitioning their financial planning and investment management to Whitaker-Myers’ team of CFP® professionals, including John‑Mark Young, Logan Doup, and Timothy Hilterman.


The Power of Integrated Tax and Financial Planning

One of the defining strengths of the Whitaker-Myers model is genuine collaboration between tax and wealth management professionals. When your CPA and financial planner are on the same team, opportunities don’t get missed—Roth conversion planning, retirement income strategies, charitable giving, estate coordination, and proactive tax planning all work together seamlessly.


“As CPAs, we see firsthand how decisions made in isolation can create unnecessary tax consequences,” said Kage Rush, President of Whitaker-Myers Tax Advisors. “Bringing John Mosca CPA, PC into our firm allows us to elevate the client experience by aligning tax strategy with long-term financial planning—intentionally and proactively, not reactively.”


John‑Mark Young, President of Whitaker-Myers Wealth Managers, added:

“Our clients benefit most when planning is coordinated. When tax professionals and CFP® practitioners are working side by side, clients gain clarity, confidence, and better outcomes. This acquisition reflects our belief that families deserve a team—not a collection of disconnected advisors.”

A Legacy of Multi-Generational Service

Whitaker-Myers Group has served families since 1869, helping multiple generations navigate changing financial landscapes with wisdom, stewardship, and care. That long-term mindset aligns naturally with the relationships John Mosca has built over decades—relationships Whitaker-Myers is honored to continue.


“We warmly welcome the John Mosca CPA clients into the Whitaker-Myers family,” Young added. “Our goal is not just to serve you well today, but to walk alongside your children and grandchildren for generations to come.”


Looking Ahead in Bluffton

The Bluffton office at 1 Mallett Way will soon be rebranded as Whitaker-Myers Group, reflecting the expanded services now available to clients. A client appreciation and introduction event is being planned for March 2026, allowing clients to meet the broader Whitaker-Myers team before the close of tax season.


As Whitaker-Myers Group continues to grow thoughtfully and strategically, its mission remains unchanged: to provide integrated, values-driven financial guidance that helps families plan wisely, reduce complexity, and move confidently into the future.

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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