LOCATION OVERVIEW
Birmingham is where the Waverly story began. Founded in 1999 in Alabama’s largest city, a place built on resilience, reinvention, and community. Waverly Advisors has grown from a single office into a nationally recognized wealth management firm. Birmingham’s transformation from an industrial powerhouse into a vibrant hub of innovation, world-class healthcare, and Southern culture mirrors our own evolution: purposeful, people-driven, and always forward-looking. As our corporate headquarters, this office is home to firm leadership, our investment research team, and advisors who serve high-net-worth individuals, families, institutions, and corporate retirement plans with the full depth of Waverly’s capabilities, from tax and estate planning to family office services, Waverly Women, and Waverly Business Services.
What makes our Birmingham team extraordinary isn’t just credentials, even though you’ll find CFP®s, CPAs, CFAs, and CIMA® holders throughout the office, it’s the way our people show up for clients and community alike.
Our advisors are deeply embedded in the fabric of this city, serving on nonprofit boards, mentoring the next generation of financial professionals, and making charitable contributions that reflect our belief that true wealth extends far beyond a portfolio. In Birmingham, every client relationship is built on trust, transparency, and a genuine desire to help people thrive. It’s this culture, rooted in empathy, driven by excellence, and held together by the bonds our people share that makes Waverly unlike any other firm in the industry.
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
Regional guidance on fiduciary standards, local economic alignment, and integrated wealth management.
Waverly Advisors’ Birmingham 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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