No one will pull harder for you
Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $10.6 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials**.
$10.6 BILLION – Advising on assets in excess of $10.6 Billion as of 03.01.2024
150+ TEAM MEMBERS – Across 18 locations in 8 states of the U.S.
17+ CREDENTIALS – Including CPA, CFP®, CFA®, CIMA and AWMA among others**