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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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Waverly Advisors Acquires GGM Wealth Advisors
March 25, 2025
WAVERLY SECURE: Understanding Email Bombing
March 18, 2025
From Career to a Calling: Retiring with Purpose
March 17, 2025
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WAVERLY SECURE: Understanding Email Bombing
Written by Waverly IT Team on March 18, 2025
From Career to a Calling: Retiring with Purpose
Written by Pam Martin, CFP®, CKA® - Partner, Wealth Advisor at Waverly Advisors, LLC on March 17, 2025
Preserving Your Legacy: Charitable Considerations When Establishing Your Estate
Written by Chrissy Israel, ChFC® - Wealth Advisor at Waverly Advisors, LLC on March 4, 2025
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BackRecent News
Waverly Advisors Acquires GGM Wealth Advisors
March 25, 2025
Waverly Advisors Acquires Dickinson Investment Advisors
January 13, 2025
Waverly Advisors Acquires Planning Capital Management
December 17, 2024
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In Memory of Josh
As his extraordinary spirit continues to inspire us, we are determined to honor his legacy in everything we do.

Joshua L. Reidinger 1/14/1975-12/1/2024

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 GGM Wealth Advisors

"GGM has built a successful firm by providing a superior client experience while establishing long-term relationships," said Justin Russell, President and CEO of Waverly. "We appreciate GGM’s transparent, advisor-guided approach to comprehensive wealth management which prioritizes clients’ best interests."

Fourth Quarter Market Update

Investors are in wait and see mode after a strong run for global markets. Absolute returns for most asset classes have been solid the last two years. Credit market performance was exceptional. Relative returns across investment styles have been tied to the weighting of technology. Large US companies have therefore led the way as the S&P 500 Index rose 26% in 2023 and 25% in 2024.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $17.4 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 $17.4 BILLION in assets under management (AUM) as of 03.21.2025

290+ TEAM MEMBERS – Across 37 locations in 15 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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