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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

  • Writer's pictureWhitaker Myers

JOHN-MARK YOUNG NAMED TO 2023 FASTEST GROWING ADVISORS TO WATCH


President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a second year in a row. Last year he was listed as an Advisor to Watch, and this year he was named as one of the Top 200 Fastest Growing Advisors. The award measures the firm and John-Mark in tangible ways, such as the assets they help clients manage and the level of service they provide, such as their financial planning offering. To be considered for the Fastest Growing award, the Advisor must have year-over-year growth, and finally, AdvisorHub reviews the Advisor for their regulatory record, community service, and team diversity.

When asked about the award John-Mark was reminded of Joseph - "It's our job to try and understand what might happen, give guidance, and plan accordingly. Just like Joseph, if God doesn't bless us by putting us in front of the right people (clients), just as Joseph was put in front of Pharoh, then no value is created. However, He has seen fit to bless our efforts; I'm thankful and blessed for that. We have an incredible team at Whitaker-Myers Wealth Managers, from our back office compliance team led by Chief Compliance Officer Kelly Taylor, our Financial Advisor Team led by Amanda Sharratt, our Tax Team led by Kage Rush, and our Financial Coaching Team led by Lindsey Curry. I couldn't be more thankful for a team that makes our service to clients possible. In addition, I've sacrificed so much time with my family to serve our clients, so I'm eternally grateful for my beautiful wife, Megan, who is the definition of a Proverbs 31 woman. She is far more precious than jewels. The heart of her husband trusts in her, and he will have no lack of gain. And of course, I would be remiss if I didn't thank my friend Dave Ramsey and the team at Ramsey Solutions, such as Scott & Ben, who support our efforts as Smartvestor Pros. We serve clients with the heart of a teacher because that's what Dave demands and clients deserve."

Chief Operations Officer Amanda Sharrat added, "AdvisorHub is presumably looking at things we do that make us different and unique to create the kind of growth that would lead to admission to this list. Investments we have made in our business, such as our new client portal that allows a client to see their financial plan and projections in real-time every single day, is an example of that commitment they would say leads to continued growth. When clients are better informed, they make better decisions, and when they make better decisions, their assets typically reflect that, and as we always say, our compensation is designed in such a manner that we do better when our clients do better. Our new clients portal helps us live out one of our Core Values of having the Heart of a Teacher."

Kevin Hewitt, President and CEO of The Chrisitan Children's Home of Ohio, agrees with AdvisorHub's analysis of both Whitaker-Myers Wealth Managers and John-Mark's commitment to serving their community. "We are beyond thankful for our relationship with Whitaker-Myers Group and John-Mark. Specifically, their desire to make an impact for the Kingdom of Christ through their professional work and individual service to our organization and the families and children we serve at The Christian Children's Home of Ohio is greatly appreciated. Just a few weeks ago, the team at Whitaker-Myers Wealth Managers graciously gave of their time and talents to help us set up for and prepare one of our largest fundraisers of the year, The Great Grill-Off. We're grateful for our relationship and can't wait to serve Christ together for many years to come."

John-Mark will accept the award at a ceremony on October 25th, 2023, at The University Club in New York City.

You can read more here about all of the AdvisorHub awards given to the Financial Planning community. In addition, you can see the entire list of the Top 200 Fastest Growing Advisors in the country here.

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.