Waverly Advisor’s financial advisors are local, Mountain Brook and surrounding area residents who are dedicated to seeing their clients thrive.

Designations held by our Mountain Brook financial advisors include Certified Financial Planner, Chartered Financial Analyst, Accredited Investment Fiduciary, Certified Investment Management Analyst, Qualified Plan Financial Consultant and more. In addition to their professional designations, Waverly Advisor’s Mountain Brook financial advisors and asset management professionals operating out of our Birmingham office also maintain connections and affiliations with relevant professional organizations, such as the Financial Planning Association of North Alabama, Estate Planning Council, Investment Management Consultants Association, Chartered Financial Analyst Society of Alabama, Vanguard’s Registered Investment Advisor Council, as well as many others. Our team believes that the knowledge and connections gained through maintaining these professional designations and affiliations helps position us to provide the best service possible to our clients.

Waverly Advisor’s Mountain Brook financial advisors are also deeply involved in and committed to the Birmingham and surrounding communities because we believe in giving back to the communities where we work and live. Our team fosters connections and partnerships with local and community organizations—both in their individual, personal capacities and as a professional team. This involvement includes partnerships with local organizations such as The Exceptional Foundation, Restoration Academy, Big Brothers Big Sisters of Greater Birmingham, the Birmingham Sunrise Rotary and many more.

Our team of financial advisors and investment management professionals are committed to seeing our clients and our local community thrive and grow, and we believe that maintaining relevant professional and community affiliations and connections is an important part of our fostering that growth.

To learn more about Waverly Advisor’s financial advisors and investment management professionals who serve the Mountain Brook area, click here.

Waverly Advisors offers a wide range of asset management and financial planning services to our clients.

Waverly Advisor’s comprehensive approach for high-net-worth clients blends investment management with tax, estate, retirement and financial planning services. We provide a customized approach to meeting your goals.

Women’s Wealth Connection offers comprehensive financial planning and investment management services that are designed especially for women. This bundle of services is designed to support women’s financial goals, as well as their unique perspectives as they navigate their financial circumstances.

Waverly Advisor’s family office services can assist with managing your family’s investment portfolio, estate planning, real estate, staff and other provisions. Our Mountain Brook financial advisors can also help with your day-to-day accounting, filing taxes, paying bills and any other financial needs, giving you and your family more time to enjoy together the other important things in your life.

Our Mountain Brook team of financial advisors provides academic institutions, religious foundations and community grant makers the support they need to make sound financial decisions and protect their provisions for the future. Creating a custom investment plan, providing education, analyzing investment policies and reviewing governance are just some of the services we provide for institutions and organizations.

Our full-service retirement plans are designed to take the headache out of the administration for the plan sponsor. 401(k) Complete, a comprehensive corporate retirement plan solution, provides a wide range of services, including investment management, investment advice, compliance testing, government reporting, plan administration and more.

To learn more about the services we offer or to get in touch with one of our advisors, call us at 205-871-3334 or visit our Contact Us page.

Disclosure: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Waverly Advisor’s current written disclosure brochure discussing our advisory services and fees is available upon request.

Understanding Your Goals Beyond the Numbers

Our team of Mountain Brook financial advisors understands that effective wealth management goes beyond the numbers. Waverly Advisor’s team of financial advisors prioritizes having a thorough understanding of our clients’ personal and financial goals. Our team of advisor’s values forming trusted relationships by actively listening to and communicating regularly with our clients so that we can tailor our financial planning and wealth management services to our clients’ specific needs. Our Mountain Brook financial advisors are dedicated to finding out what matters to you and helping you implement financial solutions that work best towards achieving your personal or corporate goals.

Fee-Only Wealth Management

As a Registered Investment Advisor (RIA), Waverly Advisors is a Mountain Brook wealth management firm that operates free from quotas, fund restrictions and proprietary products, which means that our financial advisors concentrate on helping you to freely make the decisions that are right for achieving your financial goals.