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Jake Buckwalter

Financial Advisor

Whitaker Myers Wealth Managers Ltd

United States, Ohio, Wooster

About Me

Jake Buckwalter 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 and Texas, he puts his clients—and their needs—first. Offering a wide range of investment services and alternatives, Jake 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, Jake is on

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Profile Information

Financial Advisor

Whitaker Myers Wealth Managers Ltd

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wooster

Ohio

United States

Jan 10, 2025

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