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Clark Financial Advisors Announces Merger with Waverly Advisors

Clark Financial Advisors (“CFA”) has successfully merged with Waverly Advisors as of March 31, 2022. The merger aims to provide CFA’s clients, advisors and support staff with expanded resources, while positioning CFA for future growth.

Both firms have long-standing, mutual respect as Registered Investment Advisors in the Birmingham area. Collectively, we are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.

At Waverly Advisors, you will continue to have:

  • Access to your advisor. You will continue to work directly with Brooks and Laura, and we will continue to manage your investment strategy while helping you to achieve your financial goals.
  • Dedicated client service and solutions. We will continue to leverage the right tools, resources and solutions to best serve you, with the goal of protecting and enhancing your wealth.
  • Fee-only services. While we partnered with a larger firm, the way we do business will not change. As independent, fee-only advisors, we receive no commissions related to the services we provide.

As a result of the partnership, you will now have access to:

  • Support from a growing team. Clients can take advantage of the resources, insights and solutions provided by Waverly Advisors, headquartered in Birmingham, with four additional locations in the southeast.
  • Additional, customized services. In addition to providing clients with financial planning and investment management services, you will now have access to experienced professionals who can provide collaborative tax and estate planning solutions.

Our goal is to continue to do our utmost in serving many facets of your financial life, while always putting you, the client, first.

We’re available to answer any questions you may have about our merger with Waverly Advisors. We can be reached at new email addresses as follows: Brooks Clark ([email protected]), Laura Baker([email protected]), and Leigh Ann Thrash ([email protected]).

We look forward to this new chapter in joining Waverly Advisors

For more information on the announcement, click here.

The information provided above should be used as a reference only. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Waverly Advisor’s written disclosure statement discussing advisory services and fees is available upon request or by clicking here.

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