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Whitaker-Myers Wealth Managers, LTD
Wooster, OH

John-Mark Young

MBA
Financial Advisors With The Heart of a Teacher

Meet John-Mark

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Introduction - John-Mark Young
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Dave Ramsey Smartvestor Pro Endorsement - John-Mark Young
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Christian Values Portfolio - John-Mark Young
Video Transcripts

John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker Myers Wealth Managers located in Northern and Central, Ohio, he puts his clients— and their needs—first.

Offering a wide range of investment services and alternatives, John-Mark is committed…

John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker Myers Wealth Managers located in Northern and Central, Ohio, he puts his clients— and their needs—first.

Offering a wide range of investment services and alternatives, John-Mark is committed to
helping you achieve your financial goals. Specializing in a planning based approach to your
money, he works with clients to design investment portfolios to meet their individual needs.
Additionally, John-Mark is one of Dave Ramsey’s Endorsed Local Providers, because like Dave
his focus is on helping clients live their lives debt-free and financially independent.

Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at
PNC Wealth Management and Private Client Group for 7 years, where he served as a
Relationship Manager for affluent families in Northeast Ohio.

John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in
Organizational Management. He additionally completed his MBA in Finance from Ashland
University in 2012. A firm believer in continuing education, John-Mark enhanced his experience by obtaining his Certified Trust and Financial Advisor (CTFA®) designation in 2014.

John-Mark lives in Ontario, Ohio with his wife Megan, as well as Bella, Nash, and Landrie, their
3 children. Outside of work John-Mark is a member of Westwood Alliance Church, where he
serves as an Awana Youth Leader. He also volunteers at Richland Pregnancy Services and
currently serves on the board of directors at The Christian Children’s Home of Ohio, Inc and
Advantage Credit Union.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Insurance Management
Personal Lending
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Entrepreneurs
Families

Fee structure

Based on % of assets

Education

MBA
Bachelors
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