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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
Tax-Efficient Strategies for High-Income Earners: Optimizing Wealth in an Evolving Tax Landscape
December 18, 2024
Selling Your Business? Part 2: Operations Can Make or Break a Deal
December 18, 2024
Beyond Wealth: How Cash Flow Evolves in Retirement
December 18, 2024
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BackLatest Insights
Tax-Efficient Strategies for High-Income Earners: Optimizing Wealth in an Evolving Tax Landscape
Written by Sean Lacey - CFP®, CIMA®, CRPC ™, Wealth Advisor, Waverly Advisors, LLC on December 18, 2024
Selling Your Business? Part 2: Operations Can Make or Break a Deal
Written by Tom Brown - Partner, Regional Director, Wealth Advisor on December 18, 2024
Beyond Wealth: How Cash Flow Evolves in Retirement
Written by Pam Martin, CFP®, CKA® - Partner, Wealth Advisor on December 18, 2024
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BackRecent News
Waverly Advisors Acquires Planning Capital Management
December 17, 2024
Waverly Advisors Acquires Buckingham Advisors
November 12, 2024
Waverly Advisors Acquires Mueller Financial Solutions
October 29, 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 Planning Capital Management

This partnership represents Waverly's 10th acquisition of 2024 and establishes Waverly’s presence in the greater Philadelphia area.

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 $15.9 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 $15.9 BILLION in assets under management (AUM) as of 12.13.2024

250+ TEAM MEMBERS – Across 33 locations in 12 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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