Michael Barranco
Partner, Wealth Advisor
LOCATION OVERVIEW
Located in Alabama’s River Region, Montgomery is known for its rich history, enduring relationships, and welcoming Southern character. As the state capital, the city brings together civic influence, business leadership, faith, family, and a deep appreciation for personal connection. It is a community where trust matters, relationships last, and people take pride in serving one another well.
Waverly Advisors’ Montgomery team reflects those same values. We are proud to serve individuals and families across generations with personalized guidance rooted in integrity, thoughtful stewardship, and genuine care. By building long-term relationships and providing advice shaped by both professional excellence and personal understanding, we help clients move forward with confidence and clarity.
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’ Montgomery 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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