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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...

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Waverly Advisors Acquires Fiduciary Wealth Advisors

“Waverly’s commitment to its clients was very attractive to me when considering a partnership,” said Scott. “By joining Waverly, my clients will benefit from enhanced infrastructure and additional resources, enabling me to focus solely on servicing clients.”

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First Quarter Market Update

Diversification has worked to our advantage. During the quarter, most sectors outside of technology were positive. Our portfolios lean toward quality, value, and dividends, which provided ballast against the volatility of the tech-heavy S&P 500 Index. Positive developments in Europe created a glimmer of hope for renewed economic dynamism. Fixed Income has been an important bedrock, earning a solid yield and protecting capital during down markets.

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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.
In the Press The acquisition of FWA will contribute approximately $110 million in assets under management (“AUM”) to the firm.
First Quarter Market Update We entered the year more cautious than the last two.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $17.3 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 $17.3 BILLION in assets under management (AUM) as of 03.31.2025

290+ TEAM MEMBERS – Across 39 locations in 16 states of the U.S.

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

**See Important Disclosure

Awards and Rankings


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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Service Areas

Private Client Services

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

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Waverly Business Services

Blending accounting, tax, individual planning, asset management, and business optimization services.

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Waverly Women

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

Rethinking Legal Fee Deferrals

Written by Joseph R. McNair, CFP®, JD, CPA; Chris Register, CFP®; and David M. Foreman, CFP® - Partners and Wealth Advisors at Waverly Advisors, LLC on June 16, 2025

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Phone: 205.871.3334

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