Whitaker-Myers Wealth Managers, Ltd. logo

Whitaker-Myers Wealth Managers, Ltd.

Updated today

Client assets under management

$789,263,357

Clients

3,422

5% high-net-worth

Advisors

17

of 29 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

201

Very High

Average account size

$230,644

About

Whitaker-Myers Wealth Managers provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, pension consulting, estate planning through a third‑party scrivener (EncorEstate), collegiate funding strategies, and financial coaching including business-focused classes. The firm also assists with participant account management for defined contribution plans and works with insurance and annuity providers (including Jackson National Life) as part of its service set.

The firm documents client goals and constraints in Investment Policy Statements and uses modern portfolio theory and quantitative analysis to guide long-term, largely discretionary portfolio management across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, and annuities. It combines in‑house portfolio management with selection of third‑party advisers (notably Betterment for a wrap program) and quarterly or event‑driven reviews to monitor allocations and performance relative to benchmarks.

Whitaker-Myers operates at an unusually high client-to-advisor scale (over 200 clients per advisor), relying on digital platforms and delegated service relationships to support a broad client base without account minimums. The firm is affiliated with related entities including Whitaker‑Myers Tax Advisors, Whitaker‑Myers Insurance Agency, and a benefits company, indicating an integrated advisory model that includes tax, insurance, and benefits services alongside traditional wealth management.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Estate planning, bill pay services

Expertise

Annuities College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%

Commissions

Certain representatives receive commissions for sale of insurance and securities products as outside business activities.

Project-based

Custom Budgets: $250/hour; Debt-Free College Savings Plan: $250/hour; Bill Pay Service initial setup: $250/hour.

Subscriptions

Financial Coaching monthly fees: $150/month for personal finances, $200/month for personal and small business finances.

Other

Fee-only: Financial planning: one-time fee $250-$5,000; Financial Coaching: $150-$200/month; Custom Budgets: $250/hour; Financial Peace University group class: $250 per person; Bill Pay Service: initial setup $250/hour, monthly fees $100-$200 depending on number of bills; Debt-Free College Savings Plan: $250/hour; Estate Planning fees: $250-$1,500 depending on service.

Main office location

Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave.

Mansfield OH 44907, United States

Number of offices

20

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Michigan · Minnesota · Nebraska · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew Y

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Andrew Young is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with six years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. and Huntington Bank. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and uses a combination of in-house portfolio management, third-party platforms, and quantitative analysis with a long-term trading orientation.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Benjamin A

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Benjamin Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Dublin, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Whitaker-Myers in 2024, he worked at Young Life for seven years and CITCO Water for one year. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs modern portfolio theory and quantitative analysis with a long-term trading focus, managing approximately $713 million in client assets across more than 3,200 households.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Logan D

CFP®, Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Logan Doup is a CFP® and Series 65-registered advisor at Whitaker-Myers Wealth Managers, Ltd. with four years of industry experience. Prior to joining Whitaker-Myers in 2021, he worked at Avita Health Systems and OhioHealth Hospitals. Outside of his advisory work, he operates a hobby farm where he sells honey and garlic. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in assets, serving over 3,200 households, and employs a disciplined investment approach combining modern portfolio theory with quantitative analysis and a long-term trading orientation.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Ethan B

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Ethan Barry is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Lowe's and spent time at Kent State University and Mansfield Christian Schools. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, managing approximately $713 million in client assets across more than 3,200 households.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Joseph B

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Joseph Browning is a financial advisor with Whitaker-Myers Wealth Managers, Ltd. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles in education at Miami University and Triway High School. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses modern portfolio theory and quantitative analysis with a long-term trading orientation, managing approximately $713 million in client assets across more than 3,200 households.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Nicholas A

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Nicholas Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with three years of industry experience. He holds a Series 65 designation and has worked at Whitaker-Myers since 2022. Prior to his advisory role, he spent nine years with Young Life. Outside of his advisory work, he serves as an assistant lacrosse coach at Wooster High School, where he mentors student athletes. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and employs a long-term, quantitative investment approach while offering scaled services such as group financial coaching and integrated tax and benefits advisory through affiliated businesses.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Joseph M

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Joseph Mains is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Uber and Travelers Insurance Company. In addition to his advisory role, he provides financial coaching as a separate business activity. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and employs a long-term, quantitative investment approach while supporting a large client base through a team of eight advisors operating across 24 offices.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Timothy H

CFP®, Series 66

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Timothy Hilterman is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at Whitcomb & Hess, Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America before joining Whitaker-Myers Wealth Managers, Ltd., where he has been since 2024. He serves on the Richland Academy board and rents his 12-passenger van on TURO. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and uses a combination of in-house portfolio management and third-party platforms, applying modern portfolio theory with a long-term trading orientation.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Jonah K

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Jonah Kearns is a Series 65 credentialed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He is part of a 16-advisor team at the firm. Whitaker-Myers Wealth Managers provides advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes investment policy statements and applies modern portfolio theory and quantitative analysis for discretionary portfolio management across a range of asset types, combining in-house management with third-party advisors while serving a broad client base through digital platforms and delegated service relationships.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

David G

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

David Gearhart is a Series 65 licensed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, where he has worked since 2023. He has one year of industry experience following nine years as a student. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets across more than 3,200 households, applying modern portfolio theory and quantitative analysis with a long-term trading orientation, and operates from 24 offices while supporting a high client load per advisor.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

John Mark Y

CFP®, ChFC®, Series 63, Series 65

Wooster, OH

Whitaker-Myers Wealth Managers, Ltd.

John Mark Young is a CFP® and ChFC® with 16 years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. in Wooster, OH. His prior experience includes roles at M.S. Howells & Co. and Raymond James Financial Services. He serves on the board of directors for Buckeye State Credit Union in Akron, OH. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and employs a long-term, quantitative approach to portfolio management, combining in-house management with third-party platforms and standardized processes.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Mica M

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Mica Mc Kenna is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. She holds a Series 65 designation and has prior experience at Buckeye State Credit Union and Navigator Wealth Management. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, managing approximately $713 million in client assets across more than 3,200 households.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Clay R

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Clay Reynolds is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Whitaker-Myers, he worked in educational and community organizations, including Mount Vernon Nazarene University, Woodland Club/YMCA, and Mansfield Christian School. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, combining in-house portfolio management with third-party platforms and supporting a large client base across multiple offices.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Kage R

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Kage Rush is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Novogradac & Company LLP and Steven's Gutter. Outside of his advisory role, Rush owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with investment advisory and planning services. The firm employs modern portfolio theory and quantitative analysis within a long-term trading framework and supports a large client base through multiple offices and integrated services including tax, benefits, and insurance advisory.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Matthew H

Series 63

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Matthew Harris is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Whitaker-Myers Wealth Managers. Outside of his advisory work, he serves as CFO of Trifecta Tickets, LLC, a ticket sales website. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and uses a documented investment policy and modern portfolio theory with a long-term trading orientation.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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