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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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So, You’ve Inherited an IRA: What’s Next?
May 20, 2025
Financial Challenges Physicians Face and How to Overcome Them
May 5, 2025
Beyond the Nest Egg: Net Unrealized Appreciation and Its Role in Retirement Planning
April 25, 2025
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BackLatest Insights
So, You’ve Inherited an IRA: What’s Next?
Written by Scott Collins, JD, LL.M - Partner, Wealth Advisor at Waverly Advisors, LLC on May 20, 2025
Financial Challenges Physicians Face and How to Overcome Them
Written by Wesley Martin, CFP® - Associate Wealth Advisor at Waverly Advisors, LLC on May 5, 2025
Beyond the Nest Egg: Net Unrealized Appreciation and Its Role in Retirement Planning
Written on April 25, 2025
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BackRecent News
Waverly Advisors Acquires Fiduciary Wealth Advisors
April 7, 2025
Waverly Advisors Acquires NBW Capital, LLC
April 1, 2025
Waverly Advisors Acquires GGM Wealth Advisors
March 25, 2025
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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 Fiduciary Wealth Advisors

“Waverly’s commitment to its clients was very attractive to me when considering a partnership,” said Scott. “By joining Waverly, my clients will benefit from enhanced infrastructure and additional resources, enabling me to focus solely on servicing clients.”

First Quarter Market Update

Diversification has worked to our advantage. During the quarter, most sectors outside of technology were positive. Our portfolios lean toward quality, value, and dividends, which provided ballast against the volatility of the tech-heavy S&P 500 Index. Positive developments in Europe created a glimmer of hope for renewed economic dynamism. Fixed Income has been an important bedrock, earning a solid yield and protecting capital during down markets.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $17.3 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 $17.3 BILLION in assets under management (AUM) as of 03.31.2025

290+ TEAM MEMBERS – Across 39 locations in 16 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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