Financial
Advisors

with the Heart of a Teacher

A comprehensive wealth management firm you can trust with integrity and seamless, authentic, client interactions.

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About Us

The Financial Advisors here at Whitaker-Myers Wealth Managers have the heart of a teacher and extensive professional experience! We are passionate about making sure you understand our recommendations as well as why we are making that recommendation. We are here to help you and guide through your financial plan, every step of the way!

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Our Services:

Top 20 RIAs
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Our Advisors
and Coaches

With financial advisors, financial coaches, and a CPA, we provide our clients with a comprehensive wealth management experience. Our advisors specialize in serving the needs of medical professionals, retirees and those close to retirement, younger families in the wealth-building stage, and busy professionals.

Meet our Whole Team

John-Mark Young, CFP®

jmyoung@whitakerwealth.com

330.345.3921

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Tim Hilterman, CFP®

thilterman@whitakerwealth.com

330-345-3930

Schedule a Meeting

Latest Articles Written by our Team

How Elevated Real Yields Shape Investment Decisions

Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.

Ohio's 2026 Sales Tax Holiday: What Families Need to Know Before You Shop

Ohio's Sales Tax Holiday returns in 2026, but with significant changes from the expanded program offered in recent years. Financial Advisor Andrew Young explains what qualifies, when the tax-free weekend takes place, and how families can plan ahead to maximize their back-to-school savings.

The "Perfect" Amount - Retiring Comfortably

Is there a magic number for retirement? Not exactly. In this article, Associate Financial Advisor Ethan Barry explains why a successful retirement is about more than reaching a savings milestone—it's about creating a personalized income strategy that aligns with your goals, lifestyle, and long-term financial needs.

Virtual Webinars with Our Experts

Understanding Social Security – Making Informed Decisions for Retirement

Social Security is one of the most important pieces of your retirement income plan, but understanding when and how to claim your benefits isn't always straightforward. Join Tim Hilterman, CFP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, along with special guest Julia Fuentes, CIMA®, WMS™, RSSA®, Financial Planning & Coaching Senior Specialist with Vanguard Financial Advisor Services, for an educational workshop designed to help you make more confident Social Security decisions. Whether retirement is just around the corner or already underway, this webinar will walk through the rules, strategies, and real-life scenarios that can impact your benefits and your long-term retirement plan. During this complimentary workshop, you'll learn about: Social Security basics and the latest reform proposals being discussed Real-life case studies illustrating how the earnings test works Spousal benefits and recent changes to claiming strategies Survivor benefits and how they can affect your family Special situations, including divorce and the taxation of Social Security benefits Bring your questions and gain practical insights that can help you and your loved ones make informed retirement decisions.

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