LOCATION OVERVIEW
Proudly based in Locust Point, one of Baltimore’s most historic waterfront neighborhoods, our office serves clients across the broader Baltimore region, with an extended presence in Annapolis and Frederick. Surrounded by the harbor and shaped by the spirit of the Chesapeake Bay, this part of the city reflects the resilience, connectivity, and strong sense of community that make Baltimore distinctive. Home to Fort McHenry and long regarded as a place of arrival and new beginnings, Locust Point continues to carry a rich sense of history and possibility.
That same character shapes our work here. We believe meaningful financial guidance is built on trust, long-term relationships, and a true commitment to the people we serve. We are proud to support individuals, families, business owners, and institutions throughout the region with thoughtful advice, personal attention, and a deep appreciation for the communities that make Baltimore home.
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’ Baltimore 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.
Contact us
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Phone:
Email:
"*" indicates required fields
