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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!

Personal
Services

Corporate
Services

Financial
Coaching

Financial Peace
University

Christian Values
Portfolio

Our Services:

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Top 20 RIAs
to Watch

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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.

Latest Articles Written by our Team

What's Going On With Oil Prices Right Now (And Why You Should Care)

Oil prices have been on a roller coaster in 2026, driven by geopolitical tensions, supply disruptions, and shrinking global reserves. In this article, Financial Advisor Jake Buckwalter breaks down what's causing the volatility, why it matters beyond the gas pump, and what investors should be watching in the months ahead.

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What's Going On With Oil Prices Right Now (And Why You Should Care)

Volatility in the Dollar, Gold, and Bitcoin: What's Behind the Moves?

The U.S. dollar has regained strength after a turbulent year, reshaping the outlook for gold, Bitcoin, and global markets. Learn what these shifting trends mean for investors and why maintaining a diversified, long-term portfolio remains the best strategy.

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Volatility in the Dollar, Gold, and Bitcoin: What's Behind the Moves?

Understanding the SECURE Act 2.0

Beginning in 2026, higher-income employees will face new rules for 401(k) catch-up contributions under SECURE Act 2.0. In this article, Associate Financial Advisor Mica Dauch explains who is affected, why the change was made, and what it means for your retirement savings strategy.

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Understanding the SECURE Act 2.0

Virtual Webinars with Our Experts

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The Life Cycle of a Retirement Plan

As your business grows, your retirement plan should grow with it. Whether you're just getting started, already offer a 401(k), or are looking for more advanced strategies to maximize retirement savings, understanding where your plan stands today can help you make smarter decisions for tomorrow. Join Timothy Hilterman, CFP®, CAP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, and Brian Smith of July on Monday, July 27, 2026, for a practical, educational webinar designed specifically for business owners. Together, they'll walk through the life cycle of a retirement plan—from startup solutions like SIMPLE IRAs to advanced strategies such as cash balance plans—and discuss the opportunities available as your business evolves. During this live webinar, you'll learn: How to identify where your retirement plan fits within your business's growth stage. Key items every business owner should review to ensure their current retirement plan is working as intended. When cash balance plans may become an attractive strategy for maximizing retirement savings. Recent retirement plan updates, including new Roth options available inside employer-sponsored plans. The new "super catch-up" contribution opportunities for individuals ages 60–63. How employer-sponsored retirement plans compare to state-mandated retirement programs. Whether you're evaluating your first retirement plan or looking to optimize an existing one, this session will provide clear, actionable insights without the confusing industry jargon or sales pitch.

Our New Book

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

by John Mark Young

Recent Videos

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions
07:20

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged
07:54

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged

Christian Generosity: Strategic Giving Through a Biblical Lens | Webinar Replay
58:07

Christian Generosity: Strategic Giving Through a Biblical Lens | Webinar Replay

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update
08:42

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
07:32

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
07:48

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
07:43

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
57:35

New Book Release: Retirement Done Right! | An Insider's Look

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