William Whitaker

From his childhood days clipping coupons with his family, William harbored a passion for helping others save money. Though he began his career in tax preparation, his focus swiftly shifted to ensuring the comprehensive financial well-being of his clients.

To bolster his dedication, William earned a Bachelor’s degree in Family Resource Management (akin to Financial Planning) from The Ohio State University, followed by a Master’s degree in Financial Planning from the College for Financial Planning.

As a CERTIFIED FINANCIAL PLANNER™ practitioner and a National Association of Professional Financial Advisors (NAPFA) Registered Financial Advisor, William upholds a fiduciary oath to prioritize his clients' best interests above all else.

While specializing in tax minimization and retirement planning, William’s scope extends to the financial health of entire families. His expertise has garnered recognition, with appearances in the Wall Street Journal discussing financial transitions for families and college planning. Additionally, he’s shared his insights through numerous presentations and teaching engagements, including classes at Franklin University.

William calls Marysville, Ohio, home, where he lives with his wife Kristen and their children Lilly and Cason. In addition to his role as treasurer of the Navin Elementary PTO, William immerses himself in the hot air ballooning community and finds joy in camping adventures during his free moments.