Waverly Advisors
Partner, Regional Director, Wealth Advisor

Tom Brown

Tom Brown joined Waverly Advisors in June of 2023 after Silicon Hills Wealth Management, a wealth management firm he co-founded with James Werner, was acquired by Waverly Advisors, LLC.ย  He serves as a Partner, Regional Director and Wealth Advisor at Waverly.ย  Tom seeks continuous refinement of systems and technology solutions to help clients navigate their financial life in a holistic way.ย  As a successful entrepreneur, Tom has founded three businesses that have been acquired over the past three decades.ย  He has employed hundreds of like-minded, hardworking people, and have watched many of them continue to create their own prosperity.

In life Tom nourishes his soul with a hike or run, often with his dog; he also enjoys being immersed in both the local and national music scene catching dozens of live shows and spending quality time with his family.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • B.S. Mechanical Engineering
    Bucknell University, PA

Ask Me About

  • Investment Planning
  • Generational Wealth Planning
  • Business Succession Planning
  • Business Transaction Advising