Waverly Advisors

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 Lebanon, OH 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.

Waverly Advisors is proud to offer a variety of wealth management and financial planning services in Lebanon, OH and across the U.S.

Private Client Services

Waverly Advisors’ financial advisors use a blended approach of tax, investment management, estate and financial planning services to create a tailored portfolio that works in alignment with our clients’ financial goals and aspirations. An extensive array of services and benefits are offered through Waverly Advisors’ Lebanon, OH location, including:

• Comprehensive and blended financial planning
• A dedicated team on hand to assist you
• A high level of communication through regular meetings
• A deep understanding of your personal and financial goals
• A data-driven investment approach
• Collaborative services
• In-house investment committee directing all investment research and decisions
• A wealth management dashboard customized to your requirements
• Quarterly performance reports and benchmarking

Corporate Retirement Plans

Whether you need small business retirement plans or a retirement plan for a large corporation, Waverly Advisors’ Lebanon, OH financial advisors can help with retirement plan solutions. Our 401(k) Complete offering provides:

• Investment management and advice
• Plan administration
• Compliance testing
• Government reporting
• Employee education
• Annual plan reviews
• Daily record-keeping
• Rebalancing of risk-based portfolios

Lebanon Institutional Consulting

Running an institution requires passion, strong leadership, and a clear purpose and charter. For academic institutions, community grant makers and religious foundations, it is crucial to utilize an independent advisor who can offer services in alignment with your institution’s best interests. Waverly Advisors is proud to provide board education, investment policy guidance, spending analysis, a custom investment plan and governance review to institutions.

Family Office Services

Waverly Advisor’s financial advisors and wealth management professionals can help you plan for and protect your family’s legacy through our Family Office Services. Our Lebanon, OH estate planning team provides comprehensive succession planning and risk management. Our team of advisors can also manage your family’s investment portfolio, real estate, estate planning, staff and other family provisions, as well as day-to-day accounting and administration.

Disclosure: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Waverly Advisor’s current written disclosure brochure discussing our advisory services and fees is available upon request.

Throughout Waverly Advisors, our financial advisors and wealth management professionals have many different backgrounds, experiences and areas of expertise. The financial advisors and professionals of Waverly Advisor’s Lebanon office are contributors and leaders within the region’s economic and civic organizations. Our team is local to the Lebanon area and dedicated to its success.

To learn about the credentials, expertise and experience of the asset management professionals at Waverly Advisors’ Lebanon, OH office, please click here.

Our mission and our promise is that we will work to help our clients thrive and accomplish more of what is important to them. That’s why our team of financial advisors and wealth management professionals works intently to fully understand our clients’ plans, build relationships with them and foster connections. It’s only through gaining a complete vision of our clients’ goals that we are able to offer services that will help them get to where they want to go.

To learn more about the things that Waverly Advisors values and the principles that fuel our approach, please visit our About Page.