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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 SECURE: Top Tips for Cyber Security for 2025
January 15, 2025
Strategic Financial Planning for the New Year
January 14, 2025
Waverly Advisors Acquires Dickinson Investment Advisors
January 13, 2025
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WAVERLY SECURE: Top Tips for Cyber Security for 2025
Written by Waverly IT Team on January 15, 2025
Strategic Financial Planning for the New Year
Written by Brian Hershberger, CFA, CPA, PFS™, CFP®- Partner, Wealth Advisor, Waverly Advisors, LLC on January 14, 2025
Quarterly Review & Market Outlook – 4th Quarter 2024
Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on January 13, 2025
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Waverly Advisors Acquires Dickinson Investment Advisors
January 13, 2025
Waverly Advisors Acquires Planning Capital Management
December 17, 2024
Waverly Advisors Acquires Buckingham Advisors
November 12, 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 Dickinson Investment Advisors

"Ron and his team have created a thriving firm by fostering long-term, personalized relationships with their clients," said Justin Russell, President and CEO of Waverly. "We truly appreciate the priority that Dickinson places on its client relationships, as our client-centric approach is the foundation of Waverly’s culture."

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 $16.4 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 $16.4 BILLION in assets under management (AUM) as of 01.10.2025

250+ TEAM MEMBERS – Across 35 locations in 13 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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