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

Nick Allen
Financial Advisor, Smartvestor Pro and Registered Investment Advisor
Whitaker Myers Wealth Managers Ltd
United States, Ohio, Wooster
About Me
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
More profiles to browse
KK
Kelly Kranstuber
Financial Advisor
JP
Joshua Paletta
Financial Advisor
LD
Logan Doup
Financial Planner and Financial Advisor, Smartvestor Pro
SA
Stephen Armstrong
Financial Advisor
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC