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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Waverly Secure – August 2025
August 14, 2025
Preserving Family Wealth While Navigating a Divorce
August 12, 2025
From Headlines to Headwinds:
July 24, 2025
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Waverly Secure – August 2025
Written on August 14, 2025
Preserving Family Wealth While Navigating a Divorce
Written by Becky Hoover, CFP®, CPA, CDFA® - Partner, Wealth Advisor and Director of Financial Planning on August 12, 2025
From Headlines to Headwinds:
Written by Edward L. Carlisle, CFP®, JD, Partner, Wealth Advisor on July 24, 2025
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FA Magazine’s 2025 America’s Top 100 RIAs
August 8, 2025
FA Magazine’s 2025 Top 50 Fastest Growing Firms
August 8, 2025
Austin Business Journal’s 2025 Top RIA and Financial Planning Firm
July 23, 2025
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