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.
