LOCATION OVERVIEW
Just outside Dayton, our office offers a welcoming place where thoughtful financial guidance meets genuine personal connection. Known for its legacy of innovation, aviation history, and resilient community spirit, the Dayton region reflects values we share deeply: integrity, hard work, and service to others. Our team serves individuals, families, and business owners with a fiduciary, relationship-first approach grounded in trust, empathy, and long-term thinking.
What makes our office especially distinctive is the depth of support behind every relationship. Clients gain not only a trusted advisor, but the strength of an entire team committed to helping them navigate life’s financial complexities with clarity and confidence. With more than 35 credentialed professionals, we offer expertise across financial planning, retirement distribution, investment management, tax-aware strategies, philanthropy, and estate planning. Grounded in family values, driven by teamwork, and committed to our community, we believe financial guidance should be personal, steady, and built to serve generations to come.
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’ Dayton 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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