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. Also, a stand of Aspen trees is actually a single organism joined by a labyrinth of roots. This root system can establish and spread over decades before a single trunk appears above the surface. Waverly Advisors has been cultivating its root system since 1999. As we embark on a new chapter of growth for our company, we embrace our roots while also looking forward to the future. We will continue to grow as long as it deepens our expertise and service to our clients and provides opportunities for our team.
Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $5.3 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials.
Blending investment management, tax, estate, retirement, education, risk management and financial planning services.
Offering comprehensive financial planning and investment management services for women.
Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.
Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.
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