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...

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Waverly Advisors Acquires StrategIQ Financial Group

"Waverly’s partnership with StrategIQ represents a substantial milestone for the firm as it approaches the $10 billion dollar AUM threshold." said Mac Selverian, WPCG Principal

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Fourth Quarter Market Update

Nearly all fixed income sectors ended the year with solid returns as the Fed pivoted away from further rate hikes and toward a more balanced policy stance.

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Welcome to Waverly Advisors Our name and our look may have changed, but the people you’ve come to know and trust have not, and our values remain the same.
In the Press This is Waverly’s largest transaction since the firm initiated an M&A-focused growth strategy in 2021.
Fourth Quarter Market Update In equity markets, the large US technology companies dominating the indexes were the story for most of the year.

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 $9.8 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**.

 

$9.8 BILLION – Advising on assets in excess of $9.8 Billion as of 01.01.2024

130+ TEAM MEMBERS – Across 18 locations in 8 states of the U.S.

17+ CREDENTIALS – Including CPA, CFP®, CFA®, CIMA and AWMA among others**

**See Important Disclosure

Awards and Rankings


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.

Insights

Contact Us

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!

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