Whitaker-Myers Wealth Managers is an independent, fee-based registered investment advisory firm serving clients in Ohio. With more than 30 years of combined experience, the firm emphasizes a “heart of a teacher” approach: helping clients understand financial recommendations and the reasoning behind them. As fiduciaries, its advisors aim to put clients’ interests first and guide them through each stage of their financial plans.

The firm offers personal and corporate financial services, financial coaching, Financial Peace University, and a Christian Values Portfolio. Its team includes financial advisors, coaches, and a CPA, with experience supporting medical professionals, retirees and those nearing retirement, younger families building wealth, and busy professionals. Guidance may cover wealth management, retirement planning, investment strategies, and other financial goals. Whitaker-Myers also shares educational resources through articles, webinars, videos, and a book on retirement planning. The firm serves clients through offices in Ashland, Mansfield, and Wooster, Ohio, and offers meeting options by appointment. Its stated focus is on integrity, clear explanations, and authentic client interactions.