Partner, Regional Director, Wealth Advisor

CFP®

Michael Little

Michael Little joined Waverly Advisors in March 2025 following the firm’s acquisition of GGM Wealth Advisors. As a Partner and Regional Director, Wealth Advisor at Waverly, Mike has over 20 years of experience helping individuals and businesses navigate long-term financial, retirement, estate, and investment planning.

Through comprehensive meetings, he takes the time to understand each client’s unique goals and objectives, crafting tailored strategies to grow, preserve, and transfer wealth. Mike finds great fulfillment in developing financial plans that provide his clients with confidence and peace of mind as they enter and enjoy retirement.

Outside of work, Mike enjoys spending time with his wife and their two boys. He stays busy coaching their flag football and soccer teams and, when time allows, can often be found on the golf course or watching football.

[email protected]

410-900-1053

Baltimore, MD, Fairfax, VA

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Specialization

Areas of Expertise

Public Markets Investment Management

Strategic allocation across equities, fixed income, and liquid alternatives.

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

Tax-Managed Equity Strategies

Tax-efficient investing including direct indexing and tax-loss harvesting.

Concentrated Position Management

Strategies for managing single-stock risk and equity compensation.

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.

Cash Flow & Liquidity Management

Managing cash needs, budgeting, and liquidity across complex financial structures.

Philanthropic Planning & Donor-Advised Funds

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

Multi-Generational Wealth Planning

Family wealth continuity, values-based planning, and legacy design.

Comprehensive Financial Planning

Coordinated planning that connects investments, taxes, estate strategy, retirement, insurance, and cash flow into one integrated financial roadmap.

Business Succession Planning

Transition planning for closely held businesses and family enterprises.

Liquidity Events & Wealth Transition

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

Tax Optimization & Mitigation

Year-round tax planning, projections, and strategy implementation.

Estate Tax & Gift Planning

Federal and state estate tax mitigation and annual exclusion gifting.

Corporate Retirement Plan Advisory

401(k), 403(b), and defined contribution plan management.

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.

Education

Bachelor of Arts in Economics – Johns Hopkins University, Baltimore, Maryland

Professional Affiliations

Certified Financial Planner, CFP®

Community Involvement

The Transformation Center, Board Member
Mt. Washington Pediatric Hospital, Horizon Society Council Member

Ask Me About

Retirement planning
Generational wealth planning
My childhood spent abroad
My favorite foods to cook