Equity magazine recently talked to Josh Reidinger, Waverly Advisor’s President, about the ways that Waverly Advisors actively pursues one of its defined corporate values—known by the Firm and our team as “Sharing Our Success.” The philanthropic principle of giving back is deeply ingrained in the culture of Waverly Advisors. The piece by Equity magazine explores the corporate social responsibility that Waverly Advisors prioritizes, and it highlights Josh’s perspective from working at and leading a firm that gives back.
The positive impact that Restoration Academy, Compassion International and The Exceptional Foundation each have in their respective communities is highlighted with commentary from Josh about the importance of supporting these organizations. According to the piece, “corporate social responsibility needed to be more than a “nice to do” for Waverly Advisors, the fee-only firm which operates offices throughout Alabama, Georgia and Florida, and manages more than $2.5 billion in assets. ‘It is ingrained in our DNA,’ says firm president Reidinger. ‘We believe that we were put on this earth to serve.’”
On his contribution to the article by Equity magazine, Josh noted, “It was a pleasure to speak to Waverly Advisor’s support of some of the causes we care about most. Serving and supporting individuals across town and across the globe is a huge part of our Firm’s corporate identity, and it was a privilege to have the opportunity to share.”
Waverly Advisors is a Registered Investment Advisor (RIA) which acts as a fiduciary, putting clients’ objectives and interests first. Operating independently, the Firm is positioned to offer impartial and holistic advice to its clients, which helps keep conflicts of interest to a minimum. At Waverly Advisors, operating as a fee-only wealth management firm solidifies the overarching desire to do only what’s best for the Firm’s clients. The Firm offers collaborative investment, tax, estate and financial planning services, plus corporate and individual retirement planning and institutional consulting.
You can read the full article that highlights how Waverly Advisors and its employees give back and explores the firm’s values behind the services offered to its clients here.