James Werner eMoney Heart of Advice Podcast
From Founder to Partner: Lessons From 25 Years of Guiding Clients Through Pivotal Decisions
What does it take to guide clients with clarity through life’s most important financial moments?
In this podcast episode, James A. Werner, CFP®, Partner, Wealth Advisor at Waverly Advisors, LLC, reflects on more than 25 years in wealth management and his journey from co-founding Silicon Hills Wealth Management to becoming part of Waverly Advisors after the firm’s acquisition.
James shares how he continues to prioritize the two-way transfer of knowledge between planner and client—a collaborative process that ensures financial strategies stay aligned with each person’s values, goals, and evolving needs. He also opens up about the lessons learned from merging his company into a larger advisory firm, and why community, connection, and shared values remain at the heart of meaningful financial planning.
Whether you’re an individual seeking financial guidance or a professional interested in the evolution of wealth management, this episode offers practical insights and thoughtful perspectives from a seasoned leader in the field.
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