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Whitaker-Myers Wealth Managers

EST. AUM
$850,611,601

CONTACTS
9

CLIENT ACCOUNTS
8,347

Firm Details

Metro area Cleveland
CRD Number 286093
Website whitakerwealth.com
Client types

Overview

The Financial Advisors at Whitaker-Myers Wealth Managers are committed to helping clients understand each recommendation and the reasoning behind it. With a team that includes Financial Advisors, Financial Coaches, and a CPA, they offer comprehensive wealth management tailored to medical professionals, retirees, young families, and busy professionals. As a fee-based, independent, registered advisory firm held to the fiduciary standard, Whitaker-Myers prioritizes clients’ best interests. Their clients seek collaboration, education, and guidance, with no minimum investment required, making them a trusted partner in achieving financial goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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