Welcome to Waverly Advisors

At Waverly, we believe in building a strong, interconnected investment strategy that supports every aspect of wealth management. We create integrated financial plans that work in harmony to help foster sustainable growth, address investments, estate planning, tax strategies, and more.

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Waverly Advisors Acquires Brass Tax Wealth Management

“Waverly’s commitment to its clients was a key factor in the decision to join the firm,” said Neal Schulte. “By partnering with Waverly, the team has gained access to enhanced technology and back-office capabilities, allowing us to focus on providing clients with a more comprehensive and personalized experience."

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Third Quarter Market Update

The third quarter began with stimulative policy from Congress and ended with stimulative policy from the Fed.

Welcome to Waverly Advisors In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust...
In the Press The acquisition of BTWM will contribute approximately $465 million in assets under management (“AUM”) to the firm.
Third Quarter Market Update The investment wave in data centers, semiconductors, and power generation is the largest since the railroad boom...

Strong Relationships Built on Trust

At Waverly, we serve with integrity and empathy, fostering strong relationships built on trust and respect. We are committed to treating each client and team member like family, prioritizing community and collaboration above all. With a relentless drive to excel, we strive to achieve shared success through teamwork and grace, ensuring that every action reflects our dedication to making a positive impact on the lives of those we serve.

 

Our Culture, Our Story

Founded in 1999 in Birmingham, Alabama, Waverly Advisors began with a simple but powerful mission: to provide objective, client-first financial guidance grounded in trust. As a fee-only Registered Investment Adviser, we have always operated under a fiduciary standard, committed to putting our clients’ best interests at the center of every decision.

Over the years, our growth has been intentional, not just in assets or offices, but in aligned partnerships that share our dedication to excellence and care. In 2021, Waverly partnered with Wealth Partners Capital Group and HGGC’s Aspire Holdings, a step that enabled us to expand our reach while preserving the close-knit, relationship-driven culture that defines who we are...

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Insights

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.

Contact Us

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!

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