Waverly Advisors is an independent Registered Investment Advisor (RIA) offering comprehensive financial planning and wealth management services.
As a Birmingham wealth management firm, Waverly Advisors is well versed in providing tailored wealth management and financial planning services to our clients. We are proud to be members of the Birmingham community. Our office is situated in Homewood, near Samford University and just a few short miles from the renowned Vulcan statue. Birmingham, nicknamed the Magic City, hosts the Birmingham Barons minor league baseball team and was once home to a rapidly growing iron and steel industry. The financial advisors at Waverly Advisors understand that, in order to effectively achieve their financial goals, our clients need the right fit and support in a wealth management company. We strive to provide our clients with the support and guidance that they need to accomplish what’s important to them.
Waverly Advisor’s Birmingham, AL team is composed of financial advisors who are credentialed professionals dedicated to their clients’ success. Our Birmingham team maintains connections with relevant professional organizations and holds designations such as Certified Financial Planner, Chartered Financial Analyst and Chartered Alternative Investment Analyst.
In addition to their professional credentials and accomplishments, our team of asset management professionals is committed to the Birmingham community, our Birmingham clients and the success of both.
Click here to learn more about Waverly Advisor’s Birmingham financial advisors.
Our team of certified financial advisors and wealth management professionals offers comprehensive services in five main areas:
Blending tax, estate, financial planning services and investment management, our team of Birmingham, AL certified financial advisors provides clients a comprehensive wealth management solution that is designed to meet their individual goals. In tailoring our services to help you thrive, our Birmingham financial advisors:
Protecting your wealth is crucial for providing a legacy for your family. Our Birmingham, AL wealth management professionals and financial advisors can help your family design a financial plan with lasting impact. With your family’s financial goals and future objectives in mind, our wealth management team can provide comprehensive risk management, asset management, estate, tax, philanthropic planning, cash flow planning and more.
Waverly Advisors offers corporate retirement plan solutions through 401(k) Complete, a comprehensive retirement plan solution that includes:
Waverly Advisors makes financial planning for retirement simple by providing a spectrum of business retirement plan services.
Waverly Advisors offers the support institutions need to ensure ongoing strength and minimize risks. Waverly Advisors can provide institutions, such as religious foundations, academic institutions and community grant makers, with:
Our advisory team created Women’s Wealth Connection to provide women with a tailored offering of financial planning, investment management and estate planning to meet their unique needs. Women can feel confident that Waverly Advisors will empower them to make decisions that positively impact their financial future.
Disclosure: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Waverly Advisor’s current written disclosure brochure discussing our advisory services and fees is available upon request.
Waverly Advisor’s Birmingham investment management team is dedicated to providing our clients with an independent and comprehensive asset management service. Waverly Advisors is a fee only financial advisor, which means that our Birmingham wealth management team is 100% independent, free from quotas, fund restrictions and proprietary products. Because of Waverly Advisor’s fee only status, every financial solution that is put into place for our clients is designed to serve their best interests.
At Waverly Advisors, our team of financial advisors understands that wealth management isn’t just about numbers. That’s why our team is committed to not only understanding data and trends; they’re committed to understanding you.
Our customized wealth management solutions are designed for our clients with their specific goals in mind because our advisors are dedicated to helping them thrive. At the end of the day, our mission and promise is to help you accomplish what’s most important to you. You have goals that are unique to you and your family. Our team believes that your financial planning should reflect that, and they are committed to helping you see those goals become reality. We believe that no one else will root harder for you than the financial advisors and wealth management professionals at Waverly Advisors.
How to find Waverly Advisor’s Birmingham office
From I-65 S
From I-65 N
From US-280 E
From US-280 W