culture and values

“The guiding principle behind our culture and everything we do is ‘Serve.’ It is the reason we go to work every day. As we have served our clients, one another, and our communities, we have enjoyed exponential growth. Our advisors are deeply entrenched in their communities and continue to develop and maintain strong relationships. We have a wholehearted commitment to be a strict, fee-only fiduciary always acting in the best interest of our clients.”

– Josh Reidinger, CEO


Our team is good at what we do, but we also strive to do good in our communities and beyond. Waverly Advisors and our employees share our success through the support of numerous charitable, civic and community organizations. Many of these organizations are leading efforts, impacting causes and touching lives that hit close to home and others in far away places.

Our Community

Waverly Advisors is always looking for talented people to join our growing team. Please take a look at our available open positions to see if you might be a great fit!

Join Our Team

How Can We Serve You?

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!