Financial
Advisors
with the Heart of a Teacher
A comprehensive wealth management firm you can trust with integrity and seamless, authentic, client interactions.
Our Services:
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Top 20 RIAs to Watch
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!
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.
Latest Articles Written by our Team
Five Steps to Protect Your Family from Financial Fraud
Financial fraud is becoming more sophisticated with advances in artificial intelligence and digital technology. Learn five practical steps to protect your accounts, strengthen safeguards, and reduce your family’s risk of financial loss.
This Valentine’s Day, Fall in Love with a Smarter College Plan
Valentine’s Day is a reminder that thoughtful planning is an act of care—and college planning is no exception. This article explores why starting the college conversation early, understanding financial aid timelines, and setting clear expectations can help families make confident, financially sound decisions long before tuition bills arrive.
Preparing for Inflation: Practical Budgeting and Investment Strategies for a Higher-Cost World
Inflation has reshaped household budgets and long-term financial planning, with the cost of living rising nearly 20% since 2021. This article explores practical budget adjustments and investment strategies designed to help protect purchasing power and build resilience during prolonged inflationary periods.
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