Mueller Financial Solutions Joins Waverly Advisors

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective October 25, 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 Mueller 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.

We are very excited about the future of our companies.

Waverly President, Justin Russell

"At Waverly we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture and not just rolling out profit centers across the country. Serving our clients and the communities we operate in with integrity, grace and empathy is at the core of what we do at Waverly."

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Waverly CEO, Josh Reidinger

"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see Mueller's core values align with our own, making this merger feel more like a natural progression for all parties involved. We are thrilled to welcome the Jeff's team to Waverly, as we continue to grow."

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Mueller President, Jeffrey Mueller

"Joining Waverly means we can provide more resources and infrastructure to our clients. Aligning ourselves with a like-minded, client-centric group that prioritizes clients, family, and the community they serve is very important to us.”

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