Heartwood Wealth Advisors Joins Waverly Advisors

We are pleased to announce a new chapter in our journey. We are part of Waverly Advisors effective September 25, 2026.

DESIGNED FOR SUCCESS

Built to Support Your Next Chapter

Heartwood joined Waverly Advisors to expand the resources and services available to our clients while remaining aligned with a firm that shares our values. At the heart of both firms is a commitment to advocating for clients and providing thoughtful, personalized financial guidance.

Our mission remains centered on making a meaningful difference in our clients’ lives through comprehensive financial planning, investment management and fiduciary advice. We believe wealth management is about more than managing assets. It is about building lasting relationships, understanding each client’s personal financial journey and providing guidance as their needs evolve.

Our team remains committed to serving clients with integrity, independence, transparency and a highly personalized approach. We look forward to continuing these relationships and supporting our clients for many years to come.

$36.5B

Assets Under Management as of 9.25.2026

500+

Dedicated Team Members Ready To Serve You

50+

Locations Across 20 States Serving Key Markets Nationwide

Waverly President & CEO

Justin Russell

“Heartwood and Waverly are grounded in many of the same principles. Those values are reflected in the enduring client relationships and collaborative cultures that define both organizations. We are proud to welcome the Heartwood team to Waverly and look forward to building on that shared foundation.”

Regional Director, Partner, Wealth Advisor

Sid Martin

“Heartwood has always been focused on understanding the full picture of our clients’ financial lives and providing thoughtful, highly personal advice. Joining Waverly allows us to preserve that approach while bringing additional resources and expertise to the families and business owners we serve. Our clients will continue working with the people they know and trust, now supported by the broader Waverly team.”

Regional Director, Partner, Wealth Advisor

Ben Gurley

“As we considered the next chapter for Heartwood, we were looking to join an organization that shared our values and could help us continue to grow. Joining Waverly allows us to remain rooted in Richmond while expanding the ways we can serve clients in the years ahead.”

IN THE NEWS

Waverly Advisors Acquires Heartwood Wealth Advisors

legacy heartwood wealth advisor client portal

Our Culture & values

Everything we do begins with a single question: how can we serve our clients, our teams, and the communities we call home?

Serve
Integrity
Family
Grace
Team
Drive
Empathy
Community

Serve

Stewardship in Every Relationship

Service is more than what we do—it is how we show up. Guided by a commitment to stewardship, we place the needs, goals, and well-being of those we serve at the center of every interaction. By listening deeply, acting thoughtfully, and remaining present through every stage of life, we build relationships rooted in trust, care, and lasting connection.

Integrity

Trust Earned Through Action

Integrity is the foundation of every relationship we build. We communicate with clarity, follow through on our commitments, and take accountability for every interaction. By aligning what we say, what we do, and what clients experience, we create the confidence, consistency, and peace of mind that lasting relationships require.

Family

Centered on What Matters Most

Family is at the heart of meaningful planning. We take the time to understand the people, relationships, values, and aspirations behind every financial decision. By keeping what matters most at the center of our approach, we help clients navigate today while preparing thoughtfully for future generations.

Grace

Wisdom with Understanding

Life’s most important decisions are rarely simple. We approach every conversation with patience, empathy, and perspective, creating space for thoughtful dialogue and informed decisions. Through calm guidance and genuine understanding, we help bring clarity when it matters most.

Team

Stronger Together

Exceptional service is the result of shared expertise and seamless collaboration. Behind every client relationship is a connected team working together with a common purpose and a deep understanding of each client’s unique needs. This coordinated approach ensures thoughtful guidance, clear communication, and a consistent experience.

Drive

Purpose in Motion

We are committed to helping clients move forward with confidence. Through proactive guidance, disciplined follow-through, and intentional action, we help create momentum toward meaningful goals. Our focus is not simply on progress, but on progress guided by purpose.

Empathy

Understanding Before Advising

The best advice begins with listening. We seek to understand the personal experiences, priorities, and aspirations that shape every decision. By gaining a deeper perspective, we provide guidance that feels thoughtful, relevant, and aligned with what matters most to each client and family.

Community

Connected for the Journey

Relationships are built over time through trust, consistency, and meaningful connection. We remain engaged through life’s milestones, transitions, and opportunities, providing continuity that extends beyond individual interactions. As needs evolve, our commitment to the relationship remains steadfast—because the work may change, but the connection endures.

OUR PEOPLE SET US APART

Stronger Together. Rooted in Purpose.

Our culture draws the right fit and filters out the rest.

Waverly’s culture is both a magnet and a filter. Our values of grace, family, empathy, and community, attract advisors and clients wired for service who want a genuine, family-like community they rarely find elsewhere. Meanwhile, integrity, team, and drive naturally screen out those who don’t fit. The elegance? It’s the same culture doing both jobs. By being unapologetically clear about who we are, we draw in those who resonate and let misalignment self-select out. That’s why our people are so aligned and why our people are what set us apart.

INTENTIONAL STEWARDSHIP

Our Investment Philosophy

Waverly Advisors unites public and private markets on one platform, pairing the liquidity and global diversification of public equities and fixed income with institutional access to private equity, private credit, and real assets. Anchored by a client-first, goals-based philosophy built on discipline, diversification, and risk-awareness, we help individuals, families, and business owners protect and grow wealth across generations.