LOCATION OVERVIEW
The Chicago office is situated in the heart of the city’s riverfront business corridor, where North Wacker stands as one of downtown’s most recognizable professional addresses. Surrounded by the energy of the Loop and Chicago’s financial and corporate core, this location is a natural fit for Waverly Advisors’ sophisticated, relationship-driven approach to wealth management. Waverly is proud to serve the accomplished executives, entrepreneurs, professionals, families, and institutions of the Chicago market with the full range of our services, including private client advisory, investment management, tax and estate planning, corporate retirement plans, family office solutions, institutional consulting, and Waverly Women.
Our Chicago team reflects the caliber and sophistication of the market it serves. With deep expertise across complex financial disciplines and experience working with high-achieving professionals, business owners, and multigenerational families, our advisors deliver guidance that is thoughtful, strategic, and highly personal. Just as important, they take the time to understand each client’s goals, values, and responsibilities, building relationships grounded in trust, empathy, and long-term partnership. In one of the nation’s leading business centers, Waverly’s people are what make the difference.
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’ Chicago 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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