Waverly Advisors

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

Private Client Services

Our Montgomery advisors provide comprehensive financial planning designed around your unique needs, priorities and long-term goals. By coordinating retirement planning, investment management, wealth management and estate planning, we help clients develop clear strategies and make more informed financial decisions.

Waverly Advisors’ financial planners work closely with individuals and families throughout every stage of the planning process. As your circumstances and goals evolve, our team provides ongoing guidance and adjusts your financial plan to help keep you on track.

Estate planning is an important part of protecting your family and preparing for the future. Our advisors can help you evaluate your estate planning needs, define your legacy goals and coordinate strategies with your legal and tax professionals.

Our investment management approach begins with a thorough understanding of your financial situation, objectives, risk tolerance and time horizon. Based on these factors, our Montgomery investment advisors develop and manage a personalized portfolio strategy aligned with your broader financial plan.

Women’s Wealth Connection

Women’s Wealth Connection is a specialized Waverly Advisors offering designed to support women through significant financial and personal transitions. Whether navigating divorce, the loss of a spouse, an inheritance, business success or another major life event, clients receive coordinated guidance tailored to their individual circumstances and goals.

The service brings together financial planning, investment management, tax planning and estate planning to provide a more comprehensive approach to wealth management. Through personalized advice and ongoing support, Women’s Wealth Connection helps women make informed financial decisions and move forward with greater clarity and confidence.

Family Office

Waverly Advisors provides comprehensive financial planning and wealth management services designed to support families across generations. Our advisors help clients preserve and manage family wealth through estate and succession planning, philanthropic strategies, risk management and financial education for future generations.

For families with more complex financial needs, our Montgomery team can also provide coordinated family office services. By helping oversee investment portfolios, household staff and other financial responsibilities, we serve as a central resource for managing the many aspects of a family’s financial life.

Institutional Consulting

Our Montgomery financial planners and investment professionals provide institutional consulting services to academic institutions, religious foundations, community grantmakers and other organizations. Services may include board education, investment policy analysis, portfolio planning, spending analysis and governance reviews.

Waverly Advisors can also support certain administrative needs, including check writing, director compensation and grant-related requirements. Through a coordinated approach, our team helps organizations strengthen oversight, manage risk and align their financial resources with their mission and long-term objectives.

Corporate Retirement Plans

Waverly Advisors provides retirement plan design and administration services for organizations with existing plans as well as those considering a new plan. Our comprehensive retirement plan solution, 401(k)Complete, brings together investment management, plan administration and recordkeeping services through a coordinated approach.

Waverly Advisors can also serve as an ERISA Section 3(38) investment fiduciary, assuming responsibility for investment decisions such as selecting and monitoring the plan’s fund lineup and managing asset allocation decisions for risk-based models. By helping oversee these responsibilities, our team can simplify plan management and reduce the administrative demands placed on plan sponsors.

We work closely with each organization to design and manage a retirement plan that reflects its workforce, objectives and operational needs.

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.

Waverly Advisors’ professionals are fee-only financial advisors, meaning they do not earn commissions or operate under sales quotas based on the products or services recommended to clients. This structure helps reduce potential conflicts of interest and allows our advisors to focus on providing thoughtful, objective guidance based on each client’s financial goals and circumstances.

Our clients value having a trusted wealth management team that provides thoughtful, data-driven guidance and greater clarity around important financial decisions. Waverly Advisors’ financial planners and wealth advisors work collaboratively to help clients preserve and manage their wealth while pursuing their short- and long-term goals.

We begin by developing a personalized financial plan based on each client’s circumstances, priorities and objectives. From there, we create coordinated planning and investment strategies designed to evolve as financial needs and life circumstances change.

Our Montgomery team is committed to helping clients better understand their financial lives, evaluate their options and make informed decisions with confidence. Through ongoing guidance and a long-term relationship, we help clients remain focused on what matters most today and in the future.