LOCATION OVERVIEW
Jacksonville blends coastal energy, entrepreneurial growth, and deep community roots. From neighborhoods like Riverside and San Marco to time on the St. Johns River, nearby beaches, and Jaguars game days at EverBank Stadium, Northeast Florida carries a spirit of pride, resilience, and authenticity that feels distinctly its own. Waverly Advisors’ Jacksonville team reflects that same character, approachable, collaborative, and relationship-driven, with a mix of experienced leadership and fresh perspective.
At the heart of our office is a strong connection to Waverly’s core value of empathy. We believe financial advice is about understanding people’s lives, goals, and challenges over time, then showing up with thoughtful guidance and genuine care. We serve individuals and families with a broad range of planning needs, including tax-aware strategies, estate and charitable planning, and specialized guidance for executives, business owners, real estate investors, and healthcare professionals.
We are proud to live and work in Northeast Florida and to serve this community with the same energy, warmth, and long-term commitment that make Jacksonville special.
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’ Jacksonville 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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