Here at Whitaker-Myers Wealth Managers, we think it is really important for you to know what your Financial Advisor’s goals are. Knowing their mission, vision, and core values tells you a lot about what you can expect when you are a client of theirs.
As a team, we have developed our mission & vision as well as 7 core values that we all agree are important to us individually and as a company. That last part was really important to us as we were outlining this. We wanted to make sure we all agreed to live by these principles. Dave Ramsey talks about this a lot with his company, Ramsey Solutions. They have very clearly defined core values and if people do not believe in them, they ultimately do not fit in there. This is because in order for core values to actually mean something, everyone in the company has to strive to live them out.
In this article, we will talk through our Mission, Vision, and Core Values but you can also view them on our website HERE.
What is a Mission Statement and why is it important?
A mission statement is “a formal summary of the aims and values of a company, organization, or individual.” (Dictionary)
Mission statements are important because they help the company to identify the purpose of their work and it aligns the team and organization around that purpose.
Whitaker-Myers Wealth Managers’ Mission Statement
Whitaker-Myers Wealth Managers strives to have the heart of a teacher, so that we can empower and equip people with the knowledge and tools they need to be able to achieve their goals and feel confident about their financial future. We do this by providing integrity-based financial planning and investment advisory services that are tailored to the specific needs, goals, and values of each client.
What is a Vision Statement and why is it important?
A vision statement states the current and future objectives of an organization.
A vision statement is vital for a company because as Zig Ziglar said, “If you aim at nothing, you’ll hit is every time.”
You have goals that you are striving for in your personal life and as an organization, we definitely should too. We want to make sure that as a team, we are aligned in the direction the company is headed and that we agree on what will serve our clients in the best way.
Whitaker-Myers Wealth Managers’ Vision Statement
To be the most comprehensive wealth management firm with seamless client interactions so that clients trust us with all of their financial needs.
What are Core Values?
Core Values are qualities that represent an organization’s highest priorities, beliefs, and driving forces.
Whitaker-Myers Wealth Managers Core Values
Heart of a Teacher
We are here to educate clients and help them feel confident about their current and future finances. We work together to answer the question “Am I going to be okay?” (Philippians 4:8-9)
We hold ourselves to the fiduciary standard, that is why we do the right thing no matter what. We act only in the best interest of our clients and we approach every interaction with the intent to serve rather than sell. (Philippians 2:3-4)
We work hard but also know that family is important. We strive to balance working with spending time with family. We believe a good balance of work and life is essential to our physical health and will allow us to continue our mission that we have been called to do long term. (Proverbs 22:6, I Timothy 5:8)
“In all the work you are doing, work the best you can. Work as if you were doing it for the Lord, not for people.” We strive to “live it and give it” and work hard to become better every day in life and in business.
Excellence in the Ordinary
We are faithful in the little things. We are reliable, trustworthy, consistent and on time. (Luke 16:10-12)
Work that Matters
We are motivated to come to work every day and genuinely help our clients and future clients. We know our work matters and is honest. We believe helping enough people will reward us not just financially but spiritually as well. (Colossians 3:17)
Biblical conflict resolution. We are optimistic and objective – we deal in facts and truth. We strive to be part of the solution and not the problem.
Why we are sharing this with you?
As a team, we have committed to live out these principles and hopefully you can see from them that we take this work very seriously. What that means is that we also take the trust that our clients put in us very seriously. We want to be transparent in all that we do and we want you as a client to feel like you know what kind of organization Whitaker-Myers Wealth Mangers is.
WHITAKER-MYERS WEALTH MANAGERS MISSION, VISION & CORE VALUES
March 1, 2022
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.
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