Chris Blakely
Partner, Regional Director, Portfolio Manager
LOCATION OVERVIEW
Boston is a city where history and energy come together in a way that feels both timeless and welcoming. From its storied neighborhoods and iconic harbor to its world-class universities and spirit of innovation, Boston blends tradition with forward momentum. It is a place shaped by resilience, curiosity, and long-term thinking, qualities that also guide how our team serves clients here.
Waverly Advisors’ Boston team reflects those same qualities with a collaborative, relationship-driven approach to customized portfolio management and comprehensive financial planning. By combining personalized guidance with a holistic view of each client’s goals and priorities, the team helps individuals and families navigate changing markets and life transitions with clarity, care, and confidence.
As the office continues to grow, we remain focused on building a team that combines technical expertise, collaboration, and a shared commitment to serving clients with excellence and care.
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’ Boston 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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