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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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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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Services

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Services

Financial
Coaching

Financial Peace
University

Christian Values
Portfolio

Our Services:

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.

John-Mark Young, CFP®

John-Mark Young, CFP®

330.345.3921

Tim Hilterman, CFP®

Tim Hilterman, CFP®

330-345-3930

Latest Articles Written by our Team

Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.

Read more...

Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

Why Doing “Nothing” is Sometimes the Smartest Move

Market volatility can tempt investors into making emotional decisions at exactly the wrong time. In this article, Financial Advisor Nick Allen explains why staying disciplined, trusting your long-term plan, and resisting the urge to react during downturns can often lead to better financial outcomes.

Read more...

Why Doing “Nothing” is Sometimes the Smartest Move

ESOP Strategies That Work: How to Diversify, Reduce Taxes, and Protect Your Retirement

An Employee Stock Ownership Plan (ESOP) can become one of your greatest retirement assets—or one of your biggest risks if left unmanaged. In this article, Associate Financial Advisor Joseph Browning explains the three critical phases of ESOP planning: understanding your plan, diversifying strategically, and creating a tax-aware retirement income strategy.

Read more...

ESOP Strategies That Work: How to Diversify, Reduce Taxes, and Protect Your Retirement

Virtual Webinars with Our Experts

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A New Release: Retirement Done Right

What if retirement planning wasn’t just about numbers—but about clarity, confidence, and stewardship for the years ahead? We’re excited to introduce Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future, a new book from John-Mark Young, CFP®. Written for those who have been faithful in saving and preparing, this book brings together practical financial planning and a biblical perspective to help you navigate one of life’s most important transitions. To celebrate the release, we’re hosting a special live conversation where John-Mark will share key ideas from the book, provide additional context around some of its most important concepts, and answer your questions. After years of working with families approaching and living in retirement, John-Mark saw a common pattern—many people have done the right things financially, but still lack a clear, coordinated plan for what comes next. This book was written to bridge that gap. Inside Retirement Done Right, you’ll gain insight into: • How to turn your savings into a reliable and sustainable retirement income • The hidden tax challenges that can impact your long-term plan—and how to prepare for them • Key Social Security decisions that can significantly affect your future income • A faith-based perspective that replaces fear with thoughtful, disciplined decision-making • Practical strategies that many retirees don’t realize are available to them This isn’t theory—it’s a guide built on real-world experience, designed to help you move from having pieces of a plan to having a clear path forward. Whether you’re within 5–10 years of retirement or already there, this is an opportunity to gain clarity, ask questions, and walk away with practical next steps.

Our New Book

Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future

by John Mark Young

Recent Videos

New Highs, Then an Inflation Wake-up Call
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New Highs, Then an Inflation Wake-up Call
AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
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AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
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Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
Why Only 1 in 3 Americans Has a Will (And What You're Risking Without One)
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Why Only 1 in 3 Americans Has a Will (And What You're Risking Without One)
Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
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Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
The Stock Market Fully Recovered — Here’s What Smart Investors Did Differently
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The Stock Market Fully Recovered — Here’s What Smart Investors Did Differently
5 Critical Moves Pre-Retirees Must Make After Filing Taxes (2026 Strategy Guide | CFP Explains)
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5 Critical Moves Pre-Retirees Must Make After Filing Taxes (2026 Strategy Guide | CFP Explains)
Markets Hit Record Highs as Geopolitical Tensions Ease
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Markets Hit Record Highs as Geopolitical Tensions Ease
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