Waverly Advisors is proud to announce that Josh Reidinger, CPA, was recognized on the Birmingham Business Journal’s (BBJ) Who’s Who in Birmingham Wealth Management 2021 list. The individuals recognized are key leaders in Birmingham’s wealth management industry and include executives from the top firms in the city.
Reidinger is the President of Waverly Advisors. In addition to leading the strategy and providing the vision for the organization, he advises affluent, multi-generational families through a comprehensive approach that encompasses investment management and philanthropy, plus tax, estate and financial planning. He is very involved in the local Birmingham community, where he currently serves on the Cabinet for the United Way of Central Alabama and is a Licensed Foster Parent. Reidinger resides in Homewood, AL with his wife and their three children.
“It’s an honor to be recognized as one of the Who’s Who in Wealth Management,” says Reidinger. “This past year has been uniquely challenging for so many, due to COVID-19 and the related economic headwinds. It’s been important to me that we help our clients navigate through this unprecedented time. Conversely, we have also been fortunate to help some of our clients with unique opportunities that arose quickly. As we (hopefully) approach a full re-opening of our economy, we are eager to help our clients thrive and accomplish what’s most important to them. Waverly Advisors is blessed with an incredible team of servant-minded advisors and staff that makes our Firm such a special place.”
Subscribers to the Birmingham Business Journal can view the 2021 Who’s Who in Wealth Management edition here.
The Birmingham Business Journal’s Who’s Who winners were identified by an editorial panel as the top executives from the largest financial planning and wealth management firms on the BBJ’s most recent Lists. This ranking and/or recognition does not evaluate the quality of services provided to clients and is not indicative of the future performance of Waverly Advisors, LLC. It should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results, nor should it be construed as a current or past endorsement of Waverly Advisors, LLC by any of its clients. Neither the RIA firms nor their employees pay a fee to the Birmingham Business Journal in exchange for inclusion in this ranking.