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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

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Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

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Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Writer's pictureWhitaker Myers
10 hours ago2 min read

Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management

Whitaker-Myers Wealth Managers has been named the 6th Best Place to Work in Money Management by Financial Planning.com, solidifying its reputation as an industry leader not only in client services but also as an outstanding employer. This prestigious recognition is part of Financial Planning’s annual list highlighting the top workplaces in the field of money management.


The rankings, developed in partnership with the HR research firm Best Companies Group, were determined through an extensive evaluation of workplace policies, practices, and benefit programs, alongside direct feedback from employees. Surveyed employees assessed their firms based on leadership, culture, pay, benefits, training, work environment, and overall engagement.


A Three-Pronged Approach to Excellence

According to Financial Planning, the best workplaces focus on three key pillars:

  1. Employee Satisfaction: Ensuring the workplace meets the needs of its team members.

  2. Team Cohesion: Creating an environment where teams feel valued and supported.

  3. Client Experience: Building a workplace culture that reflects and enhances the client experience.


Whitaker-Myers Wealth Managers embodies these principles. By fostering a culture of collaboration, professional growth, and dedication to client success, the firm has created a workplace where employees thrive and clients receive exceptional service.


A Commitment to Excellence


The ranking reflects Whitaker-Myers’ ongoing commitment to its employees and clients. With a strong leadership team, robust employee benefits, and an emphasis on professional development, the firm continues to build on its 150-year legacy of excellence. Its employees, many of whom bring decades of experience, are empowered to innovate, grow, and contribute to a supportive and inclusive culture.


“We believe that creating an outstanding workplace is not just about meeting business goals but also about empowering our employees to reach their fullest potential,” said Whitaker-Myers President John-Mark Young.


A Bright Future for Whitaker-Myers


This recognition comes on the heels of other recent achievements, including winning the Wooster Chamber of Commerce Business of the Year Award and ETF.com naming Whitaker-Myers Wealth Managers as one of their Top 50 RIA Firms in the country. As Whitaker-Myers Wealth Managers continues to expand its services and grow its team, this accolade reaffirms its position as a leader in the financial industry.


Being named one of the best places to work in money management is a testament to the firm's unwavering commitment to its employees, clients, and community. As the firm continues to innovate and lead, it serves as a shining example of how a focus on people can drive success in the financial world.


For more information on this honor and Whitaker-Myers Wealth Managers’ services, visit https://www.whitakerwealth.com/personal-services.

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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