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Insights
Doing Nothing is a Decision
“The big money is not in the buying and the selling, but in the waiting.” – Charlie Munger, Berkshire...
Insights
Understanding the new Federal Children’s Savings Accounts
What families may want to know before opening one. Five Questions This Guide Will Help You Answer Before opening...
Insights
After a Lifetime of Saving
Thoughtful charitable giving strategies that may help you support the causes you care about while reducing unnecessary taxes For...
News / In the Press
News
Ranked #2 In Birmingham Business Journal 2026 Fastest-Growing Money Managers
Waverly Advisors Named #2 Among Birmingham’s Fastest-Growing Money Managers We’re proud to be recognized by the Birmingham Business Journal...
News
Ranked #1 Among Birmingham’s Largest Money Managers
Waverly Advisors has been ranked #1 in Birmingham’s largest money managers: Ranked by Assets under management We’re honored to...
News
Ranked #1 in Birmingham Business Journal 2026 Best Place to Work
Waverly Advisors Named a 2026 Best Place to Work by the Birmingham Business Journal We’re honored to be recognized...
Media
Planning For Taxes
In this video, Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, and Director of Financial Planning at Waverly Advisors,...
Monthly Economic Market Update August 2026 – John Cox
In this video, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, provides an economic update...