Financial Planning Services
Comprehensive wealth management tailored to your goals, timeline, and risk tolerance.
What I Offer
As a Financial Planner at Whitaker-Myers Wealth Managers, I provide a full range of services designed to help you build, protect, and grow your wealth.
Financial Planning
A personalized financial plan that aligns with your life goals. We’ll look at your complete picture — income, expenses, assets, debts, and future aspirations — to create an actionable roadmap.
Portfolio Management
Investment management for individuals and small businesses. I’ll build and maintain a diversified portfolio based on your risk tolerance, time horizon, and objectives.
Retirement Planning
Strategies for accumulating wealth before retirement and creating sustainable income throughout retirement. From 401(k) rollovers to Social Security optimization, I’ll help you retire with confidence.
Pension Consulting
Expert guidance on pension plans, helping you understand your options and make the most of your benefits.
Who I work with
Whitaker-Myers serves clients at every stage. My own practice centers on:
Retirees and near-retirees
Turning savings into dependable income, timing Social Security, and keeping taxes and risk in check through retirement.
Busy professionals
A plan and a portfolio that stay on track while you focus on your career and family.
Families building wealth
Priorities, cash flow, and investing habits that compound over decades, with debt-free living as the goal.
Small business owners
Portfolio management and retirement plan guidance for owners whose business and personal finances are intertwined.
The Whitaker-Myers Advantage
$0M+
Assets Under Management
0
Office Locations
SmartVestor
Dave Ramsey Pro
Fiduciary
Client-First Duty
Frequently Asked Questions
We offer asset-based fees, hourly charges, and fixed fee arrangements depending on your needs. During our initial meeting, I’ll explain all options so you can choose what works best for you.
We work with clients at various stages of their financial journey. Whether you’re just starting out or managing significant assets, I’ll tailor a plan that fits your situation.
SmartVestor Pros are financial advisors recommended by Dave Ramsey’s team. We share a philosophy of helping clients live debt-free and build wealth through disciplined financial planning.