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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Featured Resources
Waverly Advisors Acquires Mueller Financial Solutions
October 29, 2024
Waverly Advisors Acquires 9258 Wealth Management
October 22, 2024
WAVERLY SECURE: 10 Often Overlooked Cybersecurity Tips
October 21, 2024
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WAVERLY SECURE: 10 Often Overlooked Cybersecurity Tips
Written by Waverly IT Team on October 21, 2024
Quarterly Review & Market Outlook – 3rd Quarter 2024
Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on October 17, 2024
SELLING YOUR BUSINESS?
Written by Tom Brown, Partner, Regional Director, Wealth Advisor on October 17, 2024
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BackRecent News
Waverly Advisors Acquires Mueller Financial Solutions
October 29, 2024
Waverly Advisors Acquires 9258 Wealth Management
October 22, 2024
Waverly Advisors Acquires CenterPoint Wealth Management
October 1, 2024
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Welcome to Waverly Advisors

Why the name Waverly? Waverly is defined as a meadow of quaking aspen trees. Aspens are unique for a few reasons. First, they are the most widely spread tree in North America...

Waverly Advisors Acquires 9258 Wealth Management

“Partnering with 9258 brings a wealth of benefits to both firms,” said Justin Russell, President of Waverly. “Not only do we expand our reach into another new market, but we acquire new lines of service and expertise, while providing greater resources and infrastructure to 9258’s existing clients.”

Third Quarter Market Update

There is little precedent for rate cuts in a healthy economy, but there was little precedent for a lot of what happened in recent years. The pandemic was weird. The labor market and supply chains were reorganized on the fly.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $14.4 Billion in assets under management 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**.

Advises on approximately $14.4 BILLION in assets under management (AUM) as of 10.18.2024

200+ TEAM MEMBERS – Across 25 locations in 10 states of the U.S.

17+ CREDENTIALS – Including CPA, CFP®, CFA®, CIMA and AWMA among others**

**See Important Disclosure

As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.

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