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 $6.6 Billion 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**.
$6.6 BILLION – Advising on assets in excess of $6.6 Billion as of 07.14.2023
90+ TEAM MEMBERS – Across 10 locations in 4 states of the U.S.
17+ CREDENTIALS – Including CPA, CFP®, CFA®, CIMA and AWMA among others**