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Quarterly Review & Market Outlook – 2nd Quarter 2026
July 7, 2026
Beyond Writing a Check
July 6, 2026
John Cox Monthly Economic Market Update – June 2026
June 26, 2026
Consider New Roth 401k Options
Written by Becky Hoover, CFP®, CPA, CDFA® on July 7, 2026
Qualified Charitable Distributions
Written by Lisa M. Wood, CPA, MT, Tax Director on July 7, 2026
Written by Clay McDaniel, CFA® on July 7, 2026
FA Magazine’s 2026 America’s Top 100 RIAs
July 14, 2026
FA Magazine’s 2026 Top 50 Fastest Growing Firms
Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
June 17, 2026
205.871.3334
600 University Park PL, #501Birmingham, Alabama 35209
866.871.3334
101 Monroe Street NE, #100Huntsville, Alabama 35801
251.340.1984
3615 Old Shell RoadMobile, Alabama 36608
One Commerce St., Suite 630Montgomery, Alabama 36104
206.623.6641
3111 C Street, Suite 505Anchorage, Alaska 99503
719-275-1651
303 North 7th StreetCanon City, Colorado 81212
719.328.1944
980 Pico Point #100Colorado Springs, Colorado 80905
904.398.2075
5210 Belfort Road, Suite 135Jacksonville, Florida 32256
863-327-1848
212 E Highland Drive, Suite 201Lakeland, Florida 33813
151 W. Main St, Suite 104Pensacola, Florida 32502
941-323-5057
8586 Potter Park Drive Suite 114 Sarasota, Florida 34238
727.823.3801
9500 Koger Boulevard N., Suite 104St. Petersburg, Florida 33702
400 N Ashley Dr #700Tampa, Florida 33602
770.635.5000
3300 Riverwood Parkway Suite 1075Atlanta, Georgia 30339
770.631.4007
525 Clubhouse Drive, Suite 100Peachtree City, Georgia 30269
33 Bull Street, Suite 102Savannah, Georgia 31401
630.455.4700
110 North Wacker Drive, Suite 2500 Chicago, Illinois 60606
312.784.3990
156 North Jefferson Street # 300 Chicago, Illinois 60661
847.359.2900
707 Lake Cook Road, Suite 109 Deerfield, Illinois 60015
700 Commerce Drive, Suite 500Oak Brook, Illinois 60523
765.446.2297
100 Executive Drive, Suite ALafayette, Indiana 47905
219.736.8902
101 E. 90th Drive, Suite A Merrillville, Indiana 46410
317-973-7700
56 N Main StreetZionsville, Indiana 46077
712-256-4856
535 W. Broadway, Suite 301 Council Bluffs, Iowa 51503
985-807-1925
173 Dalwill DriveMandeville, Louisiana 70471
504-779-7799
2700 Lake Villa Drive Suite 200Metairie, Louisiana 70002
410.685.9685
1801 Porter St #500Baltimore, Maryland 21230
301.695.2800
5970 Frederick Crossing Lane Suite 200Frederick, Maryland 21704
617-482-2222
211 Congress St #901Boston, Massachusetts 02110
508.362.9566
1095 Main St.West Barnstable, Massachusetts 02668
601.982.4123
800 Woodlands Pkwy #107Ridgeland, Mississippi 39157
215.709.5100
10,000 Lincoln Drive East, Suite 201Marlton, New Jersey 08053
980.585.3390
2150 Park Drive Charlotte, North Carolina 28204
513-791-9258
4420 Cooper Rd., Suite 100Cincinnati, Ohio 45242
513.791.4575
4755 Cornell RoadCincinnati, Ohio 45241
614-890-6620
180-A Commerce Park Dr.Westerville, Ohio 43082
937-435-2742
6856 Loop Rd.Dayton, Ohio 45459
513-863-4015
223 Ross Ave Hamilton, Ohio 45013
937-446-6111
998 East Ridge Road, Suite JLebanon, Ohio 45036
110 Fairway DriveWilmington, Ohio 45177
877.261.0015
1 Centerpointe Drive Suite120Lake Oswego, Oregon 97035
68 East Court StreetDoylestown, Pennsylvania 18901
610.600.1099
18 Church RoadMalvern, Pennsylvania 19355
215-705-5100
1500 East Lancaster Avenue, Suite 204Paoli, Pennsylvania 19301
1515 Market Street, Suite 1200Philadelphia, Pennsylvania 19102
512.774.5340
8834 N Capital of Texas Hwy #200Austin, Texas 78759
703.591.7200
12150 Monument Dr, Suite 800Fairfax, Virginia 22033
206-623-6641
450 Alaskan Way S, Suite 500Seattle, Washington 98104
