William Whitaker (CFP®, MS)

William Whitaker focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

William Whitaker is a Columbus, OH Fee-Only Financial Planner serving Columbus and all surrounding areas. William Whitaker is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Managing your finances is complex and time-consuming. You’ve earned the right to partner with the experts at Vawter Financial to simplify the process. We’ll be with you every step of the way; acting as your advocate as we build your personal plan and work through life’s changes. In a world that is becoming less personal, Vawter Financial is bucking the trend. Our business is not about us: it is about you. We get to know your needs and desires and work with you to build a plan to realize them. A key tenet of our business strategy is a low ratio of clients to professional staff. We’ve committed to no more than 40 wealth management clients per Advisor to make sure that you have the attention you deserve. Our investment philosophy for long-term wealth creation is built on strategic asset allocation and diversified portfolios. We encourage long-term investing and discourage attempts at market timing. Our process begins with a clear understanding of your long-term needs, investing history, time horizon, risk tolerance, and investment preferences to create your Personal Investment Policy Statement. You will receive specific investment recommendations, incorporating no-load mutual funds, stocks, bonds, separately managed account, and other carefully selected specialty investments.

NAPFA Start Date

July 03, 2007


This Office

1161 Bethel Rd Ste 304 Columbus, OH 43220-2773 Phone: (614) 451-1002