About

Our Commitment, Our Story

At Waverly, we serve with integrity and empathy, fostering strong relationships built on trust and respect. We are committed to treating each client and team member like family, where every voice matters and collaboration drives our success. Rooted in community and guided by purpose, we prioritize people above all—cultivating an environment where care, excellence, and humility define how we work and how we serve. With a relentless drive to excel, we strive to achieve shared success through teamwork and grace, ensuring that every action reflects our dedication to making a positive impact on the lives of those we serve.

A History Grounded in Purpose

Founded in 1999 in Birmingham, Alabama, Waverly Advisors began with a simple but powerful mission: to provide objective, client-first financial guidance grounded in trust. As a fee-only Registered Investment Adviser, we have always operated under a fiduciary standard, committed to putting our clients’ best interests at the center of every decision.

Over the years, our growth has been intentional—not just in assets or offices, but in values-aligned partnerships that share our dedication to excellence and care. In 2021, Waverly partnered with Wealth Partners Capital Group and HGGC’s Aspire Holdings, a step that enabled us to expand our reach while preserving the close-knit, relationship-driven culture that defines who we are.

In December of 2024, Joshua L. Reidinger, our former CEO, passed away. A tragic time for a team as close as ours. Josh played an instrumental role in building our firm. He truly embodied our culture, leading by inspiring others, always seeing the potential in each of us, and encouraging us to reach our fullest potential. His influence on our company and on all of us is immeasurable. We will continue to carry his vision, passion, and heart in everything we do, striving every day to live up to the extraordinary example he set.

Whether with family, friends, or colleagues, Josh brought warmth, joy, and unwavering loyalty to everyone he encountered. While he had many passions, his greatest joy came from his family. His love for them was boundless and steadfast. He loved running and coached others in the sport. This pursuit mirrored his energy, determination, and commitment to pushing limits. Josh led by example, always ready to step in and provide calm guidance and swift action when faced with challenges.

Through every chapter of our journey, Waverly has remained steadfast in its belief that culture is our greatest asset. It guides how we lead, how we grow, and how we show up for our clients, for one another, and for the communities we serve.

In Memory of Josh

At Waverly, our strength lies in our people — a team built on deep expertise, shared values, and a commitment to service. We’ve spent over two decades cultivating a culture where our core value, to SERVE, guides everything we do.

As a fully independent RIA, we offer our clients objectivity, transparency, and customization that only a fiduciary structure can provide. But what truly sets us apart is the way we empower our team, knowing that when our advisors and staff thrive, our clients receive the highest level of care and insight. This culture of mutual respect and continuous growth allows us to deliver cohesive, comprehensive wealth and investment management solutions tailored to the complexity of each client’s financial objectives.

Join Our Team

HOW IS OUR NAME CONNECTED TO OUR CAUSE?

One Network. Shared Growth.

In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust, and deep connection.

A Waverly is defined as a meadow filled with quaking aspen trees. Aspens are remarkable for many reasons: not only are they the most widely distributed tree in North America, but a grove of aspen trees is actually a single organism, connected by an intricate network of roots. This root system can grow and spread for decades before a single trunk rises above the surface. Since 1999, Waverly Advisors has been cultivating its own network—rooted in strength and growing together. Our culture and values keep our team closely connected as our presence continues to expand across the U.S.

Much like aspen trees, which rely on a shared root system for mutual support, we believe in building a strong, interconnected financial strategy that supports every aspect of wealth management. We create integrated financial plans that work in harmony to help foster sustainable growth, address investments, estate planning, tax strategies, and more.

The evolution of our team and firm is a reflection of the essence of the name we chose, a name that symbolizes both our deep roots and our commitment to growth.

Strong Roots Nationwide

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $25.1 Billion in assets under management as of 09.29.2025 and is an independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team of 320-plus team members who hold many of the industry’s most prestigious credentials.