David M. Foreman

David has been with Waverly since early 2007, and he is a Partner and Wealth Advisor. David’s primary responsibility is advising high net worth individuals and families regarding various financial matters. He works closely with clients to identify their goals and to develop a comprehensive plan to achieve them. He coordinates multiple planning areas including retirement planning, investment management, estate planning, charitable planning, tax planning, and more. David and his wife live in Hoover, Alabama with their three children.

[email protected]

205-769-3367

Birmingham, AL

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Specialization

Areas of Expertise

Holistic Wealth Planning

Integrated financial planning across investments, taxes, estate, and risk.

Retirement Planning & Income Strategies

Retirement income optimization, withdrawal strategies, and Social Security planning.

Philanthropic Planning & Donor-Advised Funds

Charitable giving strategies, foundation management, and donor-advised fund optimization.

Executive Compensation & Equity Planning

Stock options, RSUs, deferred compensation, and executive benefits.

Liquidity Events & Wealth Transition

Managing proceeds from business sales, IPOs, or liquidity events.

Estate Tax & Gift Planning

Federal and state estate tax mitigation and annual exclusion gifting.

Corporate Executives & C-Suite Advisory

Specialized planning for senior executives and board members.

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 client’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. Waverly’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.