Working together with you, Buckingham Advisors had grown to $1 billion in assets under management over the last 37 years. We are proud of our legacy, team approach, and commitment to serve our clients with forward-thinking advice. In Waverly Advisors, we found a firm that shares our values. As we looked to the future, we realized that partnering with Waverly Advisors would enable us to offer our clients an even broader array of expertise. Under our new name, you can expect to receive the same dedication to providing the best financial and tax planning, investment management, and business services. We look forward to serving you for many years to come.
"At Waverly we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture and not just rolling out profit centers across the country. Serving our clients and the communities we operate in with integrity, grace and empathy is at the core of what we do at Waverly."
"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see Buckingham's core values align with our own, making this merger feel more like a natural progression for all parties involved. We are thrilled to welcome the Buckingham team to Waverly, as we continue to grow."
“We were very particular about finding the right fit for both our clients and our team. We’ve seen Waverly live out their core values in every interaction, and believe we’ve found the next best step in our quest to provide best-in-class service to every client.”
Your client portal is a safe and secure way to access your important and personal information. We’re available to assist you with any questions you may have. Please feel free to reach out to your trusted advisor at any time.
Conveniently make online payments via the legacy Buckingham Online Payment Portal.
Your legacy Buckingham Business Advisors portal will remain open through 12/31/24, for downloading of files only. Do not upload documents to this portal.
A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.