Tim Hilterman has joined Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer – the firm has provided financial services to the Ashland, Richland and Wayne County communities for over a century and a half, and wealth management and financial planning services for over 10 years. Joining the team in December, Hilterman brings a passion for not only comprehensive financial planning, but ensuring they are providing the highest level of client service.
Whitaker-Myers is committed to fiduciary wealth management. This means that the financial advisors are ethically and legally bound to put their clients interests first. As a Registered Investment Advisor (RIA), the firm operates with complete independence from product manufacturers and commission-based sales models.
“Being a fiduciary is known as the top standard of care for clients. It means that we have to, and want to, act in their best interest in everything we do – and we do that from a purely independent standpoint,” Hilterman said.
This commitment to excellence has earned them recognition as one of Dave Ramsey’s trusted SmartVestor Pro firms. As a SmartVestor Pro, they ensure clients receive the same caliber of advice that Dave Ramsey himself would give, making them a top referral choice for listeners of his nationally-ranked financial advice show.
Hilterman’s journey to financial planning began with a fascination for investments. After initially working alongside his father-in-law in life insurance, he was looking to expand his expertise. Guided by advice from respected local advisor Michael Sparks, he pursued his CFP certification, eventually landing him at Whitaker-Myers.
The firm’s approach goes beyond traditional wealth management. They have an educational approach – having the “heart of a teacher,” a principle shared with Dave Ramsey.
“We’re not just trying to fit our clients into a product. We’re not just trying to make a sale. We’re trying to determine what is their best path with their finances, and give them the absolute best advice. We want to make sure we’re looking at their whole picture and considering every aspect of their finances,” Hilterman said.
There is evidence of Hilterman’s commitment to his community that goes beyond his job. After a conversation about the needs of the community at a leadership convention, Hilterman, among others, were inspired to try to help. With the help of some sponsors and peers, the Spherion13er half marathon was an annual event, and raised an impressive $80,000 for drug abuse prevention education through the Richland County Foundation.
“The money is still at the Richland County Foundation, growing, and those grants are still available there to provide education,” Hilterman said.
While the parent company of Whitaker-Myers has served the community for over 155 years, their wealth management division has spent the last decade building a reputation for excellence in comprehensive financial planning.
“Our team has grown to 14 Financial Advisors, seven Associate Advisors and an amazing support team, primarily located in Richland and Ashland counties”, John-Mark Young, President of Whitaker-Myers, said.
Their team focuses on examining clients’ complete financial pictures, helping them navigate everything from investment strategies to retirement planning with confidence.
For those seeking experienced, independent financial guidance from a firm with deep local roots and a national reputation for excellence, Whitaker-Myers Wealth Management combines expertise with genuine care for their clients’ success.
To learn more about Whitaker-Myers Wealth Management’s services or to schedule a consultation, visit https://whitakerwealth.com, or visit either of their two offices in Richland County at 1485 Lexington Ave, Mansfield Ohio 44907 and 1706 W. 4th Street, Ontario Ohio 44906.
