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.
Quarterly Review & Market Outlook – 2nd Quarter 2026
July 7, 2026
Beyond Writing a Check
July 6, 2026
John Cox Monthly Economic Market Update – June 2026
June 26, 2026
Consider New Roth 401k Options
Written by Becky Hoover, CFP®, CPA, CDFA® on July 7, 2026
Qualified Charitable Distributions
Written by Lisa M. Wood, CPA, MT, Tax Director on July 7, 2026
Written by Clay McDaniel, CFA® on July 7, 2026
Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
June 17, 2026
Waverly Advisors Acquires WealthPlans and Cooley & Associates
June 2, 2026
Waverly Advisors Acquires TruWealth Advisors
April 28, 2026
