Whitaker-Myers Wealth Managers, Ltd. logo

Whitaker-Myers Wealth Managers, Ltd.

Updated today

Client AUM

$789,263,357

Clients

3,422

Advisors

16

across 2 offices

About

Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. Its service offerings span discretionary portfolio management, financial planning and estate‑planning support, pension consulting, collegiate funding strategies, financial coaching, participant account management, and bill‑pay assistance.

The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, applying modern portfolio theory, quantitative analysis, and a long‑term trading approach. It relies on multiple custodial and platform relationships (including Betterment, Schwab, Fidelity and arrangements for annuity administration with Jackson National Life), conducts at least annual reviews, and uses third‑party vendors for services such as estate‑document preparation and college‑planning tools.

Whitaker‑Myers operates with a notably high client load per advisor (about 200+ clients per advisor) and maintains an unusually large office footprint for a team of its size, which supports a broad service model. The firm is affiliated with related businesses — including a tax advisors group, an insurance agency, and a benefits company — and has fee‑sharing and platform arrangements that may lead to clients being offered services from those affiliated providers.

Client services

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

Expertise

Annuities College savings (529s, UTMA, etc.) Retirement income strategy

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Fee options

Fixed

Estate planning one-time fees: Will $600, Trust $1,500, Deed fees vary by state; Financial Planning one-time fee from $250 to $5,000; Financial Peace University group class $250 per person.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Commissions

Commissions on sale of securities and insurance products by certain representatives are charged, but are not the primary source of compensation. Conflicts of interest disclosed.

Project-based

Financial Coaching custom budgets and Collegiate Funding Solutions charged at $250 per hour with time tracked; Bill Pay Service initial setup at $250 per hour.

Subscriptions

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

Main office

See office

1485 Lexington Ave.

Mansfield OH 44907

Advisors at this office

15

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

Also doing business as

Whitaker Myers Group · Whitaker Myers Wealth Managers, Ltd.

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

Benjamin A

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Benjamin Allen is a Series 65–licensed advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with two years of industry experience. Prior to joining Whitaker-Myers, he worked at Kestra Financial, Inc. and spent seven years with Young Life. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations, employing modern portfolio theory and quantitative analysis in a discretionary management framework. The firm supports a broad service model through multiple custodial relationships and affiliated businesses.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Logan D

CFP®, Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Logan Doup is a CFP® and holds a Series 65 license, currently serving as an advisor at Whitaker-Myers Wealth Managers, Ltd. He has four years of industry experience, including roles at Kestra Financial, Inc. and Avita Health Systems. 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 financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a discretionary management approach based on modern portfolio theory and quantitative analysis, supporting a broad service model with multiple custodial relationships and affiliated service providers.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Ethan B

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Ethan Barry is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. He holds the Series 65 designation and has previously worked at Kestra Financial, Inc. and in various roles outside finance including education and property management. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm employs a discretionary management approach based on modern portfolio theory and quantitative analysis while offering a broad range of services including estate planning, collegiate funding, and pension consulting.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Joseph B

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Joseph Browning II is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. based in Mansfield, OH. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Kestra Financial, Inc. and Miami University. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach grounded in modern portfolio theory and quantitative analysis, serving a broad client base with a range of financial services.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
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. in Mansfield, Ohio, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Kestra Financial Inc. and has a nine-year background with Young Life. Outside of his advisory work, Allen serves as an assistant lacrosse coach at Wooster High School, where he coaches and mentors student athletes. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts on a discretionary basis using modern portfolio theory and quantitative analysis, and offers a broad range of services including estate planning, pension consulting, and financial coaching.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
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 two years of industry experience. He previously worked at Kestra Financial, Inc., Uber, and Travelers Insurance Company. In addition to his advisory role, he provides financial coaching as a separate business activity. Whitaker-Myers Wealth Managers offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using modern portfolio theory and a long-term trading approach.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Timothy H

CFP®, Series 66

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Timothy Hilterman is a CFP® professional with 16 years of experience in the financial services industry. He is currently associated with Whitaker-Myers Wealth Managers, Ltd. and has previously worked with Kestra Financial, Inc., Whitcomb & Hess, Inc., and Merrill Lynch. Outside of his advisory role, he serves on the board of Richland Academy and participates in entrepreneurial activities including vehicle rentals through TURO and managing a family-run Instacart business. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations, applying modern portfolio theory and quantitative analysis typically on a discretionary basis. The firm supports its clients with a broad range of services, including estate planning, pension consulting, and financial coaching, and operates with a high client load per advisor while maintaining a large office footprint.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Jonah K

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Jonah Kearns is an advisor at Whitaker-Myers Wealth Managers, Ltd. with a Series 65 designation and experience in the US Army and Ohio Army National Guard. He joined Whitaker-Myers and Kestra Financial, LLC in 2026. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and offers a broad range of services including estate-planning support and financial coaching.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

David G

ChFC®, Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

David Gearhart is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding the ChFC® designation and Series 65 license. He has two years of industry experience, including roles at Whitaker-Myers Wealth Managers and Kestra Financial Inc. prior to becoming an advisor. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm follows an investment approach based on modern portfolio theory and quantitative analysis, managing most accounts on a discretionary basis while offering a broad range of financial services.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
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® affiliated with Whitaker-Myers Wealth Managers, Ltd., bringing 17 years of industry experience. He has worked at firms including Kestra Financial, Inc., Raymond James Financial Services, and PNC Wealth Management. Young serves on the board of directors for Buckeye State Credit Union in Akron, Ohio. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis in discretionary portfolio management while supporting clients with a broad range of financial services.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Mica D

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Mica Dauch is a Series 65 licensed advisor with two years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. Her prior roles include positions at Kestra Financial, Navigator Wealth Management, and Buckeye State Credit Union. She has experience working in educational and healthcare institutions as well. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach using modern portfolio theory and quantitative analysis, supported by a broad service model and multiple custodial relationships.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Clay R

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Clay Reynolds is a Series 65-licensed financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. His prior roles include positions at Kestra Financial, LLC and Mount Vernon Nazarene University. Whitaker-Myers Wealth Managers, Ltd. serves individuals, pension and profit-sharing plans, and charitable organizations with investment advisory and financial planning services. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and supports clients through a range of services from estate planning to collegiate funding strategies.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Kage R

Series 65

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Kage Rush is a financial advisor with Whitaker-Myers Wealth Managers, Ltd. holding a Series 65 credential and two years of industry experience. Prior to joining Whitaker-Myers, he worked at Novogradac & Company LLP and owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations, managing accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis. The firm serves a large client base per advisor and provides a broad range of services supported by affiliated businesses including tax and insurance agencies.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
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. in Mansfield, OH, with 26 years of industry experience. He holds a Series 63 designation and has previously worked with Kestra Financial, LLC, Ms Howells & Co, Raymond James Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, he serves as CFO for Trifecta Tickets, LLC, a ticket sales website. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using modern portfolio theory, quantitative analysis, and a long-term trading approach, and offers a broad range of services supported by multiple custodial platforms and affiliated providers.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Drew H

CFP®, Series 66

Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd.

Drew Hodgson is a CFP® with five years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. He has previously worked with Kestra Financial, Inc. and several other firms. Hodgson is also an insurance agent at Innovative Solutions Insurance Services, where he sells life insurance policies. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm generally manages accounts on a discretionary basis using modern portfolio theory and quantitative analysis, and supports a broad service model with multiple custodial relationships and affiliated businesses.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy
View complete list of advisors at this firm
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