Goal-Based

Waverly Advisor’s Fort Walton Beach financial advisors help each client develop a customized financial plan only after gaining a thorough understanding of their future goals. Our financial solutions and strategies are tailored to your individual goals and objectives. Our financial advisors and investment management professionals develop a customized strategy for each client that aligns with their financial and personal goals. We understand that your financial goals are unique to you, and we think your financial planning should reflect that. We work with our clients to build a blueprint for their financial success.

Comprehensive and Collaborative

We believe that effective financial planning integrates all areas of finance, including planning for investments, retirement, taxes, estate and insurance. The comprehensive financial planning services provided by our Fort Walton Beach advisors help our clients reach short-term and long-term financial goals in many different areas.

Strategic

Waverly Advisor’s team of investment management advisors use a data-driven and strategic methodology to provide reliable insight to you about your assets and financial position.  Our Fort Walton Beach certified financial planners can provide insight for your investments and strategy based on their experience and investment management expertise. We value a detailed approach with in-depth research and reliable follow through.

Yes. Waverly Advisors is a Registered Investment Advisory (RIA) firm. We are different from many other asset management firms in that we are a fee-only firm, so our advice is independent and not based on selling any products, but rather, helping our clients achieve their financial goals.

Our financial advisors in Fort Walton Beach offer an array of services that make managing your finances a trouble-free experience.

• Comprehensive financial planning
• Retirement planning
• Investment Management
• Life, disability and long-term care insurance analysis
• College education planning
• Portfolio performance evaluation
• Collaborative tax and estate planning
• Tax consulting
• Buy/sell agreements for businesses
• Partnership agreement review
• Business transition planning

• Comprehensive financial planning
• Asset management
• Investment education
• Income tax planning and budgeting
• Estate planning
• Cash flow planning
• Retirement planning
• Trust administration assistance
• Business valuation
• Debt analysis
• Education planning and saving
• Insurance analysis
• Medicare and social security planning
• Coordination of updating legal documents
• Charitable giving
• Mediation support

• Asset Management
• Estate Planning
• Tax Planning
• Financial Planning
• Client education
• Philanthropy planning
• Cash flow management
• Recordkeeping
• Risk Management Review
• Concierge services
• Investment management

• Investment policy review
• Spending policy analysis
• Asset allocation
• Foundation and endowment recordkeeping
• Cash management
• Short-term bond portfolios
• Discretionary and non-discretionary portfolio management
• Portfolio construction
• Manager searches and due diligence
• Strategic and tactical asset allocation
• Performance reporting

• Investment management
• Daily participant recordkeeping
• Plan administration
• Compliance testing
• Government reporting
• Employee education meetings
• Documented annual plan reviews

To learn about the many services offered by Waverly Advisors, please visit our Services Page.

Disclosure: 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 current written disclosure brochure discussing our advisory services and fees is available upon request.

Waverly Advisor’s team holds credentials including certified financial planners and certified public accountants. Our Fort Walton Beach and surrounding area team members are also actively involved in many service organizations throughout our community.

To learn about the asset management professionals and certified financial planners, please click here.

Our Fort Walton Beach investment management team strives to deliver the most individualized investment management services to each of our clients.

Proper investment management begins with having an investment advisor assess and review your current investment portfolio. This investment advisor should help to determine if the investments you are making are suitable and whether they are advancing your goals. Any areas of improvement will be identified, and the investment advisor will design and develop an optimal portfolio that meets the financial goals of our client. Our experienced Fort Walton Beach financial planners will offer insight as to how to grow your investment.

Because each client is different, our financial planners will customize each client portfolio to align with specific needs and goals. We provide great care and attention to the unique needs of each client.