On November 1, 2026, Whitaker-Myers Wealth Managers officially joined Bluespring Wealth – River Valley. The Whitaker-Myers team of 23 advisors and staff, based in Ohio, South Carolina, and Florida, becomes part of a growing group of wealth management firms that already serves families in Cincinnati, Cleveland, and Lexington. For clients of both firms, the most important part of the news is also the simplest: the people you know and trust are still your team.
If you are a Whitaker-Myers client, you can jump to the section below written for you, or visit bluespringwealthrivervalley.com/bluespring-wealth-mansfield for account links and answers to common questions.
A firm built on teaching
Whitaker-Myers built its reputation on sound advice, real relationships, and what the team often calls the heart of a teacher. Advisors take the time to explain the reasoning behind each recommendation, so clients feel confident in their plan and understand why it works. The firm’s standing as a SmartVestor Pro, part of Dave Ramsey’s network, reflects that same commitment to clear, practical guidance.
Why the two teams are joining
River Valley came together in July 2026 when Ritter Daniher Financial Advisory, Joule Financial, and Hickory Asset Management united under one name. That founding story still matters to us, and Whitaker-Myers is the next chapter. Both teams believe advice should be personal, practical, and easy to understand, and joining forces gives every advisor deeper expertise, stronger technology, and more support behind the scenes.
What this means for Whitaker-Myers clients
Your advisor and team remain in place, and the offices stay open. Your accounts, account numbers, and logins do not change, and there is nothing you need to sign or do. Over the coming months you will see a new name and look, and you will hear from us as the two teams come together at a measured pace. We built a dedicated page at bluespringwealthrivervalley.com/bluespring-wealth-mansfield with quick links to your portals, introductions to your team, and answers to the questions we expect you may have. Your advisor is always a call away.
What this means for River Valley clients
Your relationship, your plan, and your team stay exactly as they are. You may notice new faces on our team page and in our newsletter over the coming months, and we will be glad to introduce them as we go.
To the families who have trusted Whitaker-Myers, in many cases across generations, thank you. To our River Valley clients, thank you for welcoming them. We look forward to serving you together.