top of page

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)

Colossians 3:23

“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)

Matthew 18 Principle

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.


March 1, 2022

Amanda Sharratt

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. 

Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. 

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 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.

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers


Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

Monthly College Planning Update: September 2023


Monthly College Planning Update: September 2023

The Market Based Argument for Dave Ramsey's Four Categories


The Market Based Argument for Dave Ramsey's Four Categories
bottom of page