Waverly Advisors Welcomes McShane Partners

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective April 5, 2024.

To help take our organization to the next level, expanding on the wealth of services we provide, we have partnered with a firm that shares our values, and we found that in Waverly. At the core of both Waverly and McShane is a shared dedication to prioritizing you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning and data-driven investment management. 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.

Waverly CEO, Josh Reidinger

“At Waverly, we are committed to supporting our clients in their daily lives, navigating the financial decisions and challenges that come with it. Recognizing the alignment of McShane's core values with our own, this merger feels more like a seamless and natural progression. We are thrilled to welcome Daniele's talented team to Waverly as we continue to grow and provide even greater services to our clients in 2024 and beyond.”


McShane Partners, Daniele Donahoe

“We anticipate that this partnership will open up greater opportunities, offer enhanced resources, and broaden our range of services for both our clients and team members alike. The synergies from combining our teams' financial planning and investment management expertise, diverse skill sets, along with our distinct areas of specialization, will further elevate the overall client experience. Our commitment is to excel in addressing the various aspects of your financial journey, always prioritizing you, our client, now as McShane Partners, A Waverly Advisors Company."


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.