McShane Partners has become part of Waverly Advisors, LLC effective April 5, 2024.

To help take our organization to the next level by expanding on the breadth of services we provide, we sought a firm that shares our values, and we found that in Waverly. At the core of both Waverly and McShane Partners is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.