Waverly Advisors

The different type of services we provide helps our clients preserve, protect and enhance their wealth.

Private Client Services

Our advisors help develop a comprehensive financial plan for retirement, investment, wealth management and estate planning.

The financial planners on Waverly Advisor’s Montgomery team can offer a variety of flexible financial services defined by your personal needs and goals. Our financial advisors help construct a financial plan and establish effective strategies for our clients, which makes goals more attainable. Our team of financial advisors are committed to working with you throughout your financial planning process.

Our estate planning advisors will create a plan that will help meet your needs and fulfill your vision for your legacy. Our estate planners can help formulate a successful estate plan that will protect your family.

Effective investment management involves a customized plan that is targeted to meet specific client goals. Our Montgomery, AL investment management advisors review and analyze the financial needs and goals of our clients for optimum results. All possible variables that affect the investment strategy of a client are evaluated, and our dedicated investment consultants create a personalized portfolio strategy for you.

Women’s Wealth Connection

The Women’s Wealth Connection of WA is one of Waverly Advisor’s most unique financial planning and wealth management offerings. Through the Women’s Wealth Connection, Waverly Advisors offers a specialized bundle of wealth management services that allows collaborative work in order to best serve women—especially those who have recently experienced a significant life event, such as divorce, business success, an inheritance or loss of a spouse. The Women’s Wealth Connection combines financial planning, investment management, tax services and estate planning offerings. This bundle of services is geared toward assisting and empowering women to make sound financial decisions that will advance their financial goals.

Family Office

Waverly Advisors offers a full array of financial planning and wealth management services to support and assist families. Our team of financial advisors can help protect your family’s wealth through estate and succession planning, philanthropy planning and risk management, while educating future generations and helping to protect the impact of your legacy. Our wealth management team serving Montgomery, AL can assist with your family’s staff, investment portfolio and other provisions to serve as your family’s own CFO.

Institutional Consulting

Our team of Montgomery financial planners and investment management professionals also offer services to organizations and institutions that include board education, investment policy analysis, investment plans, spending analysis and governance review. Waverly Advisor’s team can also assist with check writing and director compensation issues, as well as provide support for grant requirements. The overarching goal behind our Montgomery institutional consulting services is to help minimize the expenses and risks of academic institutions, religious foundations and community grant makers.

Corporate Retirement Plans

Waverly Advisors provides retirement plan design and administration services and offers a comprehensive retirement plan solution, 401(k) Complete, which includes investment management services, administration services and recordkeeping services. Waverly Advisors can serve as an ERISA 3(38) Investment Fiduciary, making the investment management decisions (including selection and ongoing monitoring of the fund lineup and asset allocation decisions for the risk-based models) so you don’t have to. Whether your organization has an existing corporate retirement plan or is considering starting a new corporate retirement plan, our team can help you streamline the administration and design a retirement plan that best fits the unique needs of your company.

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.

Yes. Our professionals across Waverly Advisors are fee only financial advisors. This means that our team doesn’t operate with quotas or commissions based on the services or products that they provide to our clients. Through being fee only investment advisors, we believe that our financial advisors are positioned to give the most objective and insightful guidance to our asset management clients.

We find that our clients value having a trusted wealth management partner who provides reliable, data-driven guidance and clarity so they can make the right financial decisions for their goals. Our experienced financial planners and wealth management team works collaboratively to preserve and protect the wealth of our clients. We are committed to helping clients reach their financial goals, and we work with clients for the long term.

A customized financial plan is developed for each client, which allows us to provide the highest quality of service, and customized investment management plans help in delivering long term positive results to our clients. We help our wealth management clients identify their financial objectives and offer insight as to how they can achieve them. Our approach behind providing wealth management services to our clients is based in their individual goals so that we can specifically customize and tailor our asset management services to help them achieve what’s most important to them.

Waverly Advisor’s Montgomery team is dedicated to helping our clients understand their individual financial situations and make effective decisions about their financial future so that they can thrive and reach their goals.

We will work in partnership with you so that you are able to make good financial decisions today, and in the future.