John-Mark Young
CKA · NSSA · RMA · RICP · EA · AIF · ChFC · CFP
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About Me
John-Mark Young believes that achieving financial success starts with a strong partnership built on trust, understanding, and a commitment to your goals.
As a Financial Advisor & Co-Chief Investment Officer at Whitaker-Myers Wealth Managers, he is dedicated to helping individuals and families navigate their financial journey with confidence. His approach begins with listening—because every client’s financial situation, aspirations, and priorities are unique. With a planning-based approach to investing, John-Mark works closely with clients to design customized portfolios that align with their long-term financial objectives. Whether you're planning for retirement, growing wealth, or seeking financial independence, he provides strategic investment guidance tailored to your needs. John-Mark is also a Dave Ramsey SmartVestor Pro, aligning with Dave’s philosophy of helping clients live debt-free and build lasting financial security. Recognized for his expertise, he was invited in 2019 to join Dave Ramsey’s Investing Advisory Council, where he helps the Ramsey Team guide other advisors in serving Ramsey listeners nationwide. Before joining Whitaker-Myers Wealth Managers, John-Mark spent seven years at PNC Wealth Management and Private Client Group, serving as a Relationship Manager for affluent families across Northeast Ohio. His extensive experience in wealth management gives him a deep understanding of how to create and implement financial plans that help clients protect, grow, and transition their wealth effectively. John-Mark holds a bachelor’s degree in Organizational Management from Campbellsville University (2007) and an MBA in Finance from Ashland University (2012). He resides with his wife, Megan, and their three children, Bella, Nash, and Landrie. Committed to his faith and community, John-Mark is a member of Westwood Alliance Church, where he has served as an Awana Youth Leader. He also dedicated five years as the assistant varsity girls’ basketball coach at Mansfield Christian School and currently serves on the Board of Directors at The Christian Children’s Home of Ohio, Inc. If you're looking for a trusted advisor to help you build a strong financial future, John-Mark Young is here to guide you every step of the way. PROFESSIONAL AFFILIATIONS AND DESIGNATIONS Certified Financial Planner (CFP®) Accredited Investment Fiduciary (AIF®) Advanced Certificate in Blockchain & Digital Assets Chartered Financial Consultant (ChFC®) Certified Kingdom Advisor (CKA®) Enrolled Agent (EA) National Social Security Advisor (NSSA®) Retirement Income Certified Professional (RICP®) Retirement Management Advisor (RMA®) Tax Planning Certified Professional Designation® (TPCP®) EDUCATION & AWARDS B.S., Organizational Management, Campbellsville University MBA, Finance, Ashland University 2023 AdvisorHub, Top 200 Fastest Growing Advisors to Watch 2024 AdvisorHub, Top 200 RIAs to Watch 2025 Forbes Best-In-State Wealth Advisors
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Credentials
CKA, NSSA, RMA, RICP, EA, AIF, ChFC, CFP
Chartered Designations
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Disclosures
Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser located in Ashland, Ohio. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s web site on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.