Whitaker-myers Wealth Managers, LTD.
Whitaker-Myers Wealth Managers, LTD. is an independent, fee-based registered investment advisory firm headquartered in Mansfield, Ohio. Founded in 2011, the firm has approximately 29 employees. It serves a diverse range of clients including individuals (both high net worth and other), retirees, medical professionals, younger families, and busy professionals, focusing on providing integrity-based financial planning and comprehensive investment advisory services tailored to each client’s needs and values.
Investment Strategy
Whitaker-Myers Wealth Managers operates as a fiduciary, emphasizing a client-first approach. The firm provides fee-based financial planning and investment management services with a focus on collaboration, education, and integrity for clients at all stages of wealth accumulation and retirement. There is no investment minimum, and the firm customizes its planning and investment strategies based on the client’s individual goals and risk tolerance. Their team of advisors, coaches, and a CPA creates personalized financial plans to empower clients to achieve their financial goals with confidence.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MOAT | VANECK ETF TRUST | 8.89% | $40.8M | 411,410 | $76.04 | $99.11 | -$21.0M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 6.91% | $31.7M | 128,300 | $167.51 | $247.12 | +$538.1K |
D DBEF | DBX ETF TR | 6.76% | $31.0M | 667,425 | $38.15 | $46.42 | -$4.1M |
S SCHD | SCHWAB STRATEGIC TR | 6.05% | $27.7M | 1,016,178 | $25.77 | $27.30 | +$2.6M |
S SPMO | INVESCO EXCH TRADED FD TR II | 5.50% | $25.2M | 208,284 | $121.06 | $121.06 | +$25.2M |