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 New Orleans 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 New Orleans and across the U.S.

Private Client Services

Waverly Advisor’s 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 Advisor’s New Orleans 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 Advisor’s New Orleans 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

New Orleans 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 New Orleans 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.

Waverly Women

Waverly Women offers comprehensive financial planning services that are specifically tailored to serving women. Our team of financial, tax and estate advisors provide women with the knowledge to confidently navigate their finances and make decisions to achieve their goals and aspirations. Our team of advisors can even work with third parties to help women navigate complex legalities and procedures, such as those often associated with significant life changes.

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 Advisors’ New Orleans office are contributors and leaders within the region’s economic and civic organizations. Our team is local to the New Orleans area and dedicated to its success.

To learn about the credentials, expertise and experience of the asset management professionals at Waverly Advisors’ New Orleans 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.

Join our growing family of Shell employees who are benefiting from our extensive experience and expertise in financial planning. With a client base that now surpasses 700 individuals, including current employees and retirees, we understand the unique challenges and opportunities that come with working at Shell. Our time-tested strategies are designed to help guide you towards achieving your financial goals with confidence and clarity.

We understand the importance of optimizing tax efficiency and cash flow management for our clients. With our specialized tax and cash flow strategies, we help you navigate the complexities of the tax code, identify potential deductions, and employ strategic financial structures aimed at optimizing your after-tax income potential.

For example, you will learn about making after-tax contributions to your Shell Provident plan. These contributions can then seamlessly transition into a Roth without incurring any tax consequences, regardless of your income level. It’s important to note that this strategy is offered alongside the standard IRS contribution limits that apply to your plan.

Our advisors are held to the highest standards of professionalism, each hold designations and licenses that reflect their expertise. These qualifications ensure that our team possesses the knowledge and skills necessary to deliver trustworthy advice tailored to your unique financial needs. We take pride in upholding these standards, as they reflect our commitment to providing you with the most informed and reliable guidance for your financial journey. While most our advisors are not CPAs, they will coordinate closely with your own designated accountants. Our goal is to help you minimize tax liabilities and create a sustainable cash flow plan that aligns with your long-term financial objectives.

Leverage our in-depth knowledge of Shell’s benefit offerings including medical, disability and life insurance, Provident Fund, Benefit Restoration Plan (BRP), 80 Point Pension Plan, Accumulated Percentage Formula (APF) Plan, Global Employee Stock Purchase Plan (GESPP), Performance Share Plan (PSP), and Long-Term Incentive Plan (LTIP).

We recognize that these benefit programs can be complex, and maximizing their value is crucial for our clients’ financial success. In some situations, the decision to delay a few weeks or retiring slightly earlier by a month can make a substantial financial difference—sometimes tens of thousands of dollars.

With personalized strategies and expert insights, our priority is to optimize the benefits available to Shell employees, encouraging them to make the most of their workplace offerings and achieve long-term financial objectives. Let us be your trusted partner in leveraging the full potential of your benefit programs or schedule a brief 30-minute TEAMs meeting with us, and we’ll demonstrate how you can unlock the full potential of your benefit programs.

Most retirement plans offer a limited selection of investment options for stocks and bonds along with the commonly used all-in-one target date retirement funds. Your 401(k) Provident Fund retirement account has the option of Fidelity’s BrokerageLink® which unlocks the ability to select from a much wider range of investment options and can be professionally managed. Many of our clients rely on us to manage their accounts through the BrokerageLink® which increases our ability to add value to their plan.

Your financial journey deserves a comprehensive investment management approach that takes into account your concentrated exposure to the energy sector. We also understand that each client has distinct goals and preferences. Our dedicated team of financial experts will collaborate closely with you to craft personalized strategies with the goal of addressing your individual needs, risk tolerance, and retirement aspirations. We are committed to guiding you towards a secure and fulfilling financial future.

A tailored financial plan is one that includes your targeted goals and milestones for each of the key areas of financial planning including cash flow, protection, taxes, retirement, investment, and estate. Our approach allows us to provide strategic guidance in each of these key areas around your unique values and aspirations.

As Investment Advisor Representatives, our advisors have a fiduciary duty to always put the client first. Your financial well-being is our top priority, and we are dedicated to providing transparent and objective advice that aligns with your goals and values.

At our firm, our advisors are bound by the highest levels of professionalism and hold a range of designations that mirror their expertise. These credentials guarantee that our team has the education and skills to provide credible advice meticulously crafted around your financial journey. Our steadfast dedication to adhering to these benchmarks is a testament to our unwavering commitment to offer you well-informed and steadfast guidance. Let us help you define true wealth.