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We are proud to announce Waverly's fourth acquisition of 2022. Sandifer Wealth Management joins Wall Advisors as the latest additions to the Waverly Advisors team.

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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...

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Fourth Quarter Market Update

The US economy has been surprisingly resilient despite the most aggressive rate hike cycle in history. According to Fed projections, getting inflation under control means that a million workers may need to lose their jobs, so the tide may yet turn...

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Third Quarter Market Update: Investment Success is not Determined by One Market Season

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Welcome to Waverly Advisors Our name and our look may have changed, but the people you’ve come to know and trust have not, and our values remain the same.
Fourth Quarter Market Update The US economy has been surprisingly resilient despite the most aggressive rate hike cycle in history...
Third Quarter Market Update: Investment Success is not Determined by One Market Season Many investors have a philosophy of trying to hit “market” home runs by investing in the hottest stocks, which means they do well in some years and then poorly in others.

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 $5.1 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials**.

**See Important Disclosure

$5.1B
Advising on assets in excess of $5.1 Billion as of 12.31.22
70+ team members
15 top credentials including CPA, CFP®, CFA®, CIMA and AWMA among others**

Service Areas

Private Client Services

Blending investment management, tax, estate, retirement, education, risk management and financial planning services.

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Women’s Wealth Connection

Offering comprehensive financial planning and investment management services for women.

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Family Office

Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.

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Institutional Consulting

Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.

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Corporate Retirement Plans

Offering 401(k) Complete, a comprehensive retirement plan solution.

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Insights

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News

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Phone: 205.871.3334

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