9258 Wealth Management Joins Waverly Advisors

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective October 18, 2024.

Our long term goal has been to become a permanent, national firm, and take our company to the next level as we add scale and talent.  We discovered Waverly about a year ago.  Our immediate thought was that this firm was like us.  Our core values of client-centric service, talented portfolio management, and holistic portfolio planning and design were so similar to our processes.  Like 9258 Wealth, Waverly’s priority is their valued clients.  We are certain that our mission will continue to follow the path of making a meaningful impact on our clients’ lives through professional financial planning and data-driven investment management.  We are here to manage wealth strategies, but also to cultivate enduring and robust relationships with our clients. We will continue to operate with integrity,  independence, personalization, and transparency.

We are very excited about the future of our companies.

Waverly President, Justin Russell

"At Waverly we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture and not just rolling out profit centers across the country. Serving our clients and the communities we operate in with integrity, grace and empathy is at the core of what we do at Waverly."

MORE ABOUT JUSTIN

Waverly CEO, Josh Reidinger

"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see 9258's core values align with our own, making this merger feel more like a natural progression for all parties involved. We are thrilled to welcome the 9258 team to Waverly, as we continue to grow."

MORE ABOUT JOSH

9258 President, Walt Lunsford

"Joining Waverly means we can provide more resources and infrastructure to our clients. Aligning ourselves with a like-minded, client-centric group that prioritizes clients, family, and the community they serve was an important element when making our decision to join the firm.”

MORE ABOUT WALT

Legacy 9258 Client Portals

Your client portal is a safe and secure way to access your important and personal information. We’re available to assist you with any questions you may have. Please feel free to reach out to your trusted advisor at any time.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.

Top