Waverly Advisor’s own Drew Gearhart, CFP® was recently featured in the Birmingham Business Journal’s “2019 Insights into Wealth Management,” a part of the “Table of Experts Series,” in which he offered commentary on common financial planning and wealth management topics. The “Table of Experts Series” is a popular segment of the Birmingham Business Journal that asks Birmingham professionals relevant questions about their areas of expertise.
In the article, Drew weighed in on some of the most pertinent topics in financial planning today, such as which factors individuals should consider in their financial planning, how to select the right wealth manager and what implications tax reform will have on wealth management. Drew also spoke to Waverly Advisor’s strategy behind maximizing clients’ wealth in the Business Journal’s piece:
“As a fiduciary, our firm puts our clients’ needs and interests first. Our comprehensive approach blends investment management with tax, estate and financial planning services. We help align our clients’ personal, emotional and financial decisions so they can take care of their family, their home and their community. We get to know each of our clients in order to understand what is most important to them, and then design a plan that accomplishes their goals and preserves their wealth for future generations.”
Drew joined the Firm in 2017 when Kinsight merged with Waverly Advisors. As a Client Consultant based in Birmingham, Drew is primarily responsible for helping clients create comprehensive financial plans and managing investment portfolios. Drew is a Certified Financial Planner®, a member of the Estate Planning Council of Birmingham, a member of the Financial Planning Association of North Alabama and a registered advisor with the National Association of Personal Financial Advisors.
You can read “2019 Insights into Wealth Management” in its entirety here. If you would like to learn more about the financial planning and wealth management services that Drew and other Waverly Advisors advisors offer, please contact us.
