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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.

Personal
Services

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Financial
Coaching

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Financial Peace
University

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Christian Values
Portfolio

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Ours Services:

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:

Whitaker Myers Wealth Management Team at Ramsey Solutions
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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.

What is a Trust?

Introduction One topic that comes up very often during initial meetings with clients is whether or not they have a will or trust set up....

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What is a Trust?

Common Forms for Taxes

As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be.  For those who don’t live...

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Common Forms for Taxes

How can I benefit from tax loss harvesting? - PART II

Last week, we took a look at tax loss harvesting  and reviewed how to avoid capital gains, but we also saw examples of how this could...

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How can I benefit from tax loss harvesting? - PART II

Latest Articles Written by our Team

Let's Talk About Sports Betting - The Few Pros and The Many Cons
08:06
Let's Talk About Sports Betting - The Few Pros and The Many Cons
What We Learned in the Markets This Week: March 28, 2025 - #markets #inflation #theramseyshow
14:59
What We Learned in the Markets This Week: March 28, 2025 - #markets #inflation #theramseyshow
What We Learned in the Markets This Week: March 21, 2025 - #markets #inflation #theramseyshow
24:43
What We Learned in the Markets This Week: March 21, 2025 - #markets #inflation #theramseyshow
Unraveling the Mysteries of FICA
06:41
Unraveling the Mysteries of FICA
Creating Financial Momentum Webinar Teaser with Tim Hilterman!
01:34
Creating Financial Momentum Webinar Teaser with Tim Hilterman!
Your Most Important Wealth Building Tool - Your Income!
06:10
Your Most Important Wealth Building Tool - Your Income!
What We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshow
15:34
What We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshow
How to Navigate Choppy Markets
04:56
How to Navigate Choppy Markets

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