LOCATION OVERVIEW
As the economic capital of the Southeast, Atlanta is a city that pulses with ambition, innovation, and cultural richness. Home to Fortune 500 headquarters, world-renowned universities, a thriving film industry, and a legacy of civil rights leadership, Atlanta attracts some of the most accomplished and driven individuals in the country. Waverly Advisors’ Atlanta office is proud to serve this extraordinary community with the full scope of our wealth management platform, from private client services and investment management to tax planning, estate strategies, family office solutions, institutional consulting, Waverly Women, and corporate retirement plans. Our team’s deep expertise is matched by a deep understanding of the Atlanta market and the diverse needs of its residents.
At Waverly, our people are our greatest differentiator, and our Atlanta team proves it every day. Led by experienced partners and supported by credentialed professionals holding designations including CFP®, CFA, CPA, and CIMA®, this team brings a powerful combination of technical depth and personal warmth to every client engagement. They are active in Atlanta’s business, philanthropic, and civic communities, reinforcing the Waverly belief that the best advisors are those who are invested in the world around them. And like true Atlantans, our team are huge supporters of, and tremendously proud of, our hometown Atlanta Braves, cheering on the boys of summer with the same passion and loyalty we bring to serving our clients. When you work with Waverly in Atlanta, you don’t just get access to a nationally recognized platform, you gain a team that treats your financial future with the same care and commitment they bring to their own families.
THE WAVERLY DIFFERENCE
Waverly Advisors is a fee-only, fiduciary Registered Investment Adviser serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Our firm was built on a commitment to objective advice, long-term relationships, and financial guidance grounded in trust.
We provide integrated wealth management, financial planning, and investment advisory services designed to help clients navigate complexity with clarity. Our approach coordinates the many moving parts of wealth, including investment management, tax strategy, estate planning, and legacy considerations, into one thoughtful, personalized plan.
As we have grown, our focus has remained the same: delivering a high level of care, expertise, and personal attention to the clients and families we serve. With deep roots in our communities and a growing national presence, we help clients make confident decisions and build strategies aligned with their lives, values, and long-term goals.
FAQs
Waverly Advisors’ Atlanta team builds an interconnected, data-driven strategy tailored entirely to your goals. Operating under a fee-only fiduciary standard, our advisors coordinate tax strategy, investment management, and estate planning into a single plan.
Learn more about our full range of investment management services and how we can support your financial planning needs.
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