Whitaker-Myers Wealth Managers, Ltd.

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.