As Founder and CEO of McBride Financial Advisors, I am pleased to announce a new chapter in my journey. I have partnered with Waverly Advisors effective March 13, 2026.
To help take the firm to the next level, by expanding on the breadth of services I provide, I sought a firm that shares my values, and I found that in Waverly. At the core of both Waverly and McBride Financial Advisors is a shared dedication to advocating for you, our valued client. My 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, I am here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. I will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.
"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see at McBride Financial, so joining together makes perfect sense. We are thrilled to welcome Michael to Waverly as we continue to grow."
“McBride’s mission has always been to provide responsive and personalized services grounded in trust and transparency. Partnering with Waverly allows me to remain consistent in my client service approach, while benefiting from added resources that enhance my ability to support my clients’ complex planning needs.”
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A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.