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Nick Allen

Financial Advisor, Smartvestor Pro and Registered Investment Advisor

Whitaker Myers Wealth Managers Ltd

United States, Ohio, Wooster

About Me

Nick Allen understands that serving clients’ financial and investment needs begins with building solid and 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, he puts his clients, and their needs first. Nick is committed to helping you achieve your financial goals by offering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, Nick is one of Dave Ramsey’s Local SmartVestor Pros becau

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Profile Information

Financial Advisor, Smartvestor Pro and Registered Investment Advisor

Whitaker Myers Wealth Managers Ltd

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wooster

Ohio

United States

Jan 10, 2025

Work Experience

Whitaker-Myers Wealth Managers

Registered Investment Advisor
Jul 2022 - Present
Email: nallen@whitakerwealth.com

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