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
Financial Organization: Where to Start When Your Money Feels Overwhelming
Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.
Understanding IPOs: What They Are and How to Evaluate One
With recent headlines surrounding the potential SpaceX IPO capturing investor attention, many people are asking what an IPO actually is and how to evaluate one. In this educational guide, Financial Advisor Nick Allen explains how companies go public, what to look for in an IPO prospectus, and why a great company doesn't always make a great investment at any price.
Sick and Tired of Being Sick and Tired: Lessons from Dave Ramsey That Changed My Life
More than 30 years ago, Joe Mains and his wife discovered Dave Ramsey's teachings on a clearance rack cassette tape, a moment that forever changed their finances, marriage, and future. In this personal story, Joe shares how the same principles that helped him win with money recently inspired a life-changing health transformation and why lasting change begins when you're truly "sick and tired of being sick and tired."
Virtual Webinars with Our Experts
Christian Generosity & Strategic Giving Webinar
Our New Book
Recent Videos
Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
New Book Release: Retirement Done Right! | An Insider's Look
New Highs, Then an Inflation Wake-up Call
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
