We are excited to share that John-Mark Young, President and Co-Chief Investment Officer of Whitaker-Myers Wealth Managers, has once again been recognized on AdvisorHub’s prestigious “Advisors to Watch” list for 2025 — marking his third consecutive year receiving this honor.
AdvisorHub’s annual rankings, as described by Editor Tony Sirianni here, are based on modern metrics that reflect today’s wealth management profession. Advisors are evaluated across three key areas:
Scale and quality of practice
Year-over-year growth
Overall professionalism
To qualify, nominees must have at least seven years of experience, manage a minimum of $150 million in assets, and maintain a clean regulatory record. Notably, there are no fees for participation, and the ranking is open to all advisors and firms.
John-Mark was one of only 11 RIA-based advisors recognized in Ohio and one of just 10 in Florida — two key markets where Whitaker-Myers Wealth Managers serves clients and where John-Mark regularly spends time.
What Is an RIA, and Why Does It Matter?
As a Registered Investment Advisory (RIA) firm, Whitaker-Myers Wealth Managers operates under a fiduciary standard — meaning our team is legally and ethically obligated to act in the best interest of our clients at all times.
Unlike the broker-dealer model (often seen with firms like LPL or Raymond James) or bank investment platforms, RIA firms do not accept revenue-sharing payments from product providers, nor do they face corporate sales quotas. This independence allows us to provide fully objective advice that is truly centered on client outcomes — not firm profits. In short, we believe this model is superior because it prioritizes transparency, fiduciary responsibility, and client trust.
A Word from Our Leadership
Former (Retired) Chairman of Whitaker-Myers Group (Wealth Managers, Tax Advisors & Insurance), Scott Allen, remarked:
“It’s been inspiring to watch John-Mark earn this award three years running. His consistent leadership, deep commitment to clients, and dedication to building an outstanding team are what drive the growth and excellence of our firm year after year.”
John-Mark added:
“We are humbled by the trust our clients place in us. Every referral of a friend or family member never goes unnoticed or unappreciated. Our entire team sincerely thanks our clients — we pray for them every week and value them so much. This award is truly a reflection of the relationships we are blessed to build.”
Looking ahead, the Whitaker-Myers Wealth Managers team remains committed to delivering thoughtful, personalized financial planning and investment management — always grounded in faith, integrity, and a client-first mission.
John-Mark Young Named to AdvisorHub’s “Advisors to Watch” for Third Straight Year
June 21, 2025
Whitaker Myers
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