Unclaimed
Ethan Ronald Barry is a registered investment advisor representative at Whitaker-Myers Wealth Managers, Ltd. Ethan has been working in the financial industry since 2006 and is registered in Ohio. Ethan's firm specializes in providing financial planning, portfolio management, and other services for high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Ethan specializes in serving individuals, families, trusts, and small businesses, and has obtained the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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OH
10/15/2024 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
Active
Inactive
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