Waverly Advisors Welcomes McDaniel & Register

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective March 1, 2024.

To help take our organization to the next level, expanding on the wealth of services we provide, we wanted to partner with a firm that shares our values, and we found that in Waverly. At the core of both Waverly and McDaniel & Register is a shared commitment 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 McDaniel & Register's core values with our own, this merger feels more like a seamless and natural progression. We are thrilled to welcome Chris and Doug's talented team to Waverly as we continue to grow and provide even greater services to our clients in 2024 and beyond.”


McDaniel & Register President, Doug McDaniel

“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 Waverly Advisors."


McDaniel & Register
Vice President, Chris Register

"From our first meeting and in every interaction since, we've known that the cultural fit between McDaniel & Register and Waverly would translate into a great fit for our clients as well. We are excited to be part of the Waverly family and equally excited for our clients to experience what we have seen."


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.