Whitaker-Myers Wealth Managers
Jake Buckwalter has extensive experience in the financial services industry, currently serving as a Financial Advisor at Whitaker-Myers Wealth Managers since December 2020. Prior to this role, Jake was an Investment Advisor at Whitcomb & Hess, Inc. from August 2017 to December 2020 and worked as a Financial Associate specializing in retirement and benefits at Fidelity Investments from April 2014 to December 2020. Jake's focus includes financial planning for high-net-worth 401(k) customers approaching retirement, with an emphasis on personalized investment, tax, income, and consolidation strategies. Additionally, Jake has experience as a Track and Field Coach at Tiffin University and completed an internship at Luk USA. Educationally, Jake holds a Bachelor's degree and a Bachelor of Business Administration in Finance from Tiffin University, earned between 2009 and 2013.
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Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach. We are Dave Ramsey’s Smartvestor Pro’s, which means our advisors have the heart of a teacher and a passion for helping you. Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!