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Important Disclosure

Wealth Advisor

Michael McBride

Michael McBride joined Waverly Advisors in March 2026 following the acquisition of McBride Financial Advisors, LLC by Waverly Advisors, LLC. As a Wealth Advisor, Michael has more than 40 years of experience in the financial services industry, with more than 35 of those spent leading his own independent fee-only wealth management firm.

Michael was born and raised in the Seattle area and educated at Washington State University. He believes in being involved in the community and has been involved with many organizations, including Big Brothers of King County, has served on the board of the Matt Talbot Center, and is a member of the WSU Cougar Collective.

Michael has built many long-term relationships with his clients, many of which have lasted more than 30 years. He has served multiple generations of families and had built a reputation for creating personalized investment portfolios tailored to meet clients’ specific needs and goals.

When not in the office, Michael enjoys boating, golf, travel, sunshine, and reading.

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Areas of Expertise

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

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 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.