Grady Pettit
Client Service Associate
LOCATION OVERVIEW
Cincinnati is a city shaped by hard work, heritage, and a deep sense of pride. From the energy of Bengals, Reds, and FC Cincinnati game days to its Fortune 500 leadership, entrepreneurial spirit, and strong neighborhood identity, the city blends tradition, ambition, and community in a way that feels distinctly its own. Waverly Advisors’ Cincinnati team reflects that same spirit, bringing together seasoned experience and a collaborative, relationship-driven approach to serve clients with care and integrity.
We are proud to work with business owners, executives, professional athletes, young families, and retirees across the region, helping them navigate the full spectrum of their financial lives with personalized guidance and long-term perspective.
At the heart of our office is a shared commitment to family and teamwork, values that shape how we serve our clients and support one another every day.
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 Cincinnati 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. We remain completely free from the conflicts of sales quotas or proprietary products to ensure your best interests always come first.
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