We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we'll help you take a conservative approach to growing and preserving your wealth.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Our Advisors
John-Mark Young
John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, 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 for Whitaker Myers Wealth Managers located in Northern and Central, Ohio, he puts his clients— and their needs—first.
Offering a wide range of investment services and alternatives, John-Mark is committed to helping you achieve your financial goals. 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 Endorsed Local Providers, because like Dave his focus is on helping clients live their lives debt-free and financially independent.
Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for 7 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. A firm believer in continuing education, John-Mark enhanced his experience by obtaining his Certified Trust and Financial Advisor (CTFA®) designation in 2014.
John-Mark lives in Ontario, Ohio with his wife Megan, as well as Bella, Nash and Landrie their 3 children. Outside of work John-Mark is a member of Westwood Alliance Church, where he serves as an Awana Youth Leader. He also volunteers at Richland Pregnancy Services and currently serves on the board of directors at The Christian Children’s Home of Ohio, Inc and Advantage Credit Union.
Contact:
jmyoung@whitakermyerswealth.com
Matthew Harris
Matthew Harris understands that serving clients’ financial and investment needs begins with building strong, 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 for Whitaker Myers Wealth Managers located in Northern and Central, Ohio, he puts his clients—and their needs—first.
Offering a wide range of investment services and alternatives, Matthew is committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Matthew is also one of Dave Ramsey’s Endorsed Local Providers, because like Dave his focus is on helping clients live their lives debt-free and financially independent.
Before joining Whitaker Myers Wealth Managers as a Financial Advisor, Matthew worked at Kibler Financial for 17 years, where he served as an advisor for families and corporations in Northeast Ohio.
Matthew graduated from Ashland University in 1997 and has lived in Ashland, with his wife Kelly, since 2000. They have four children, Korinne 12, Kailyn 8, Kroix 5, and Kiersten 2. The Harris family attends Grace Brethren Church and serves on the Ashland University Gridiron Board as well as the Ashland Christian School Board. He has coached junior high football at Ashland Middle School as well as many other local youth sports. Matthew enjoys all sports, hunting, church activities, and traveling with family.
Contact: