Whitaker-Myers Wealth Managers, A Registered Investment Advisory Firm

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Whitaker-Myers Wealth Managers, A Registered Investment Advisory Firm

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Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach.

We are Dave Ramsey’s Smartvestor Pro’s, which means our advisors have the heart of a teacher and a passion for helping you. Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!

25/10/2026

⏰ TOMORROW: George Kamel LIVE from Ramsey Solutions!

Are you building wealth but wondering when you'll finally feel like you've made it?

Join us tomorrow for “Escape the Rat Race (Even If You're Winning It)”—an exclusive conversation featuring George Kamel, Tim Hilterman, CFP®, and John-Mark Young, CFP®.

We'll talk about lifestyle creep, the pressure to keep up, and how to pursue financial goals without losing sight of the life you're working so hard to build.

Plus, you can submit your questions for George when you register!

📅 TOMORROW, Monday, October 26
⏰ 5:15 PM EST
📍 LIVE IN STUDIO at Ramsey Solutions

Make plans to join us!

👉 Register now: https://www.whitakerwealth.com/webinars

24/10/2026

🎙️ ONLY TWO DAYS LEFT! We're taking this conversation straight to Ramsey Solutions!

This Monday, John-Mark Young, CFP®, and Tim Hilterman, CFP®, will be LIVE IN STUDIO with George Kamel for a special conversation about money, success, and breaking free from the endless pursuit of more.

George Kamel is known for his straight-shooting advice as co-host of The Ramsey Show and author of Breaking Free From Broke. Together, they'll explore the money habits and lifestyle traps that can keep even successful people from feeling financially free.

And here's your chance to be part of the conversation: You can submit your questions for George when you register!

📅 Monday, October 26
⏰ 5:15 PM EST
📍 Live from Ramsey Solutions

Don't miss this special opportunity to join us!

👉 Register here: https://www.whitakerwealth.com/webinars

23/10/2026

Not all investment portfolios follow the same recipe! Associate Financial Advisor Joseph Browning explores the three major retirement portfolio types—indexed, factor-based, and actively managed—using a relatable cooking analogy to explain how each approach works. Discover the pros and cons of each strategy and why understanding what you own matters when planning for your financial future.

https://www.whitakerwealth.com/posts/do-you-know-what-you-own-understanding-the-3-major-retirement-portfolio-types

23/10/2026

💭 What if making more money isn't the answer to feeling financially free?

You get the raise. You reach the next milestone. You work hard to build wealth. But somehow, there's always another goal, another expense, or another reason to keep chasing more.

Sound familiar?

Join us Monday for “Escape the Rat Race (Even If You're Winning It)” as Whitaker-Myers Wealth Managers' Tim Hilterman, CFP®, and John-Mark Young, CFP®, sit down LIVE IN STUDIO at Ramsey Solutions with George Kamel to talk about lifestyle creep, contentment, and what it really means to have financial freedom.

🎙️ Featuring George Kamel, co-host of The Ramsey Show and author of Breaking Free From Broke.

📅 Monday, October 26
⏰ 5:15 PM EST
📍 LIVE from Ramsey Solutions
🎟️ Save your spot: https://www.whitakerwealth.com/webinars

22/10/2026

Whitaker-Myers "Better Than I Deserve" Weekly Newsletter- October 22, 2026 - https://mailchi.mp/08961a2d6cd8/whitaker-myers-wealth-managers-may-18-17452833

22/10/2026

You've worked hard. You've built wealth. But do you actually feel financially free?

Sometimes, the challenge isn't making more money. It's breaking the cycle of always wanting more.

Join us MONDAY, OCTOBER 26, for a special conversation with George Kamel, LIVE IN STUDIO at Ramsey Solutions alongside Whitaker-Myers Wealth Managers' Tim Hilterman, CFP®, and John-Mark Young, CFP®!

🎙️ Escape the Rat Race (Even If You're Winning It)

We'll talk about lifestyle creep, contentment, and how to stop chasing the next financial milestone long enough to enjoy the life you're building.

Plus, you'll have the opportunity to submit questions for George!

📅 Monday, October 26
⏰ 5:15 PM EST
📍 Live from Ramsey Solutions

Register today: https://www.whitakerwealth.com/webinars

Know someone who's doing well financially but still feels like they're running on a treadmill? Share this with them!

20/10/2026

You've worked hard. You've saved. You've built wealth.

But are you actually enjoying the life you've worked so hard to build?

Sometimes, the challenge isn't making more money. It's breaking the cycle of always wanting more.

Join us MONDAY, OCTOBER 26, as President and Chief Investment Officer John-Mark Young and Chief Financial Planning Officer Tim Hilterman sit down LIVE IN STUDIO at Ramsey Solutions with George Kamel for an honest conversation about lifestyle creep, contentment, and what it really means to be financially free.

🎙️ Escape the Rat Race (Even If You're Winning It)
📅 Monday, October 26
⏰ 5:15 PM EST

It's free to attend, and you can submit your questions for George when you register!

🎟️ Save your seat: https://www.whitakerwealth.com/webinars

18/10/2026

🎂🎈🎂 Please join us in wishing Chief Compliance Officer Kelly Taylor a very Happy Birthday! 🎂🎈🎂

16/10/2026

Watching your investment portfolio decline can be stressful, but market volatility is a normal part of long-term investing. Financial Advisor David Gearhart explains why weathering market fluctuations matters, how to avoid emotional investment decisions, and what strategies can help keep your portfolio aligned with your long-term financial goals.

https://www.whitakerwealth.com/posts/volatility-the-price-of-admission

15/10/2026

📈 What We Learned in the Markets | This Week

The S&P 500 reached a new all-time high, but not every part of the market shared in the gains. Small- and mid-cap stocks posted their eighth consecutive negative week, while the bond market finally caught a break.

This week, President & Chief Investment Officer John-Mark Young breaks down what’s driving the divide between large and small stocks, why a 34% valuation discount could be worth watching, and what recent moves in Treasury yields, mortgage rates, and oil prices tell us about the broader economy.

He also opens with a reminder from Proverbs 21:5 about the value of diligence and patience—a fitting perspective for long-term investors.

🎥 Watch this week’s What We Learned in the Markets and stay informed about the economic trends shaping your financial future.
https://youtu.be/-i2Hh_8DJ2Y?si=dHsT88cfme-cwLZe

Address

Www. Whitakerwealth. Com/locations
OH

Opening Hours

Monday	08:00 - 20:00
Tuesday	08:00 - 20:00
Wednesday	08:00 - 20:00
Thursday	08:00 - 20:00
Friday	08:00 - 20:00

Telephone

+13303455000

Website

http://www.whitakerwealth.com/

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