LOCATION OVERVIEW
Located in the heart of Council Bluffs, Iowa, Waverly Advisors’ local team combines decades of experience with a deeply personal approach to financial planning, tax-efficient financial strategies, and investment management. Our office has long-served families, retirees, business owners, and multigenerational clients across Southwest Iowa and the Omaha metro area, building relationships grounded in trust, accessibility, and long-term guidance.
Our team culture reflects the values of the Midwest: practical, collaborative, and relationship-driven. We pride ourselves on creating a welcoming environment where clients feel comfortable asking questions and working through life’s financial decisions together. The Waverly core values that resonate most with our office are family, integrity, and community, which shape both the way we serve our clients and the relationships we build within our team.
Being located alongside Dickinson & Clark CPAs also allows us to provide a more coordinated experience during tax season and beyond, helping clients integrate investment management, retirement planning, tax-efficient financial planning, and estate planning conversations under one roof.
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
Yes, Waverly Advisors is a fee-only wealth management firm. Acting independently, Waverly Advisors is free from quotas, fund restrictions and proprietary products, which means that our financial advisors in Council Bluffs, IA work only in our clients’ best interests. Our team of advisors does not sell financial products that go against our clients’ needs, and they are positioned to offer impartial and holistic advice.
Learn more about our full range of investment management services and how we can support your financial planning needs.
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