CoverProfile

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

View more

Profile Information

Financial Advisor

Whitaker Myers Wealth Managers Ltd

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wooster

Ohio

United States

Jan 10, 2025

More profiles to browse

Profile Photo
Matthew (Bubba) Harris
Financial Advisor
SA
Stephen Armstrong
Financial Advisor
LC
Lindsey Curry
Chief Financial Coaching Officer
AS
Amanda Sharratt
Chief Operating Officer, Financial Advisor

You Might Like

RD
Russ Degitz
Principal
Huntington University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors