Rooted in Connection. Guided by Values.

Waverly Advisors’ New Orleans 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.

Our team of certified financial advisors and wealth management professionals offers comprehensive services in five main areas:

COMPREHENSIVE FINANCIAL PLANNING
Our New Orleans team delivers fee-only wealth management combining tax strategy, estate planning, and disciplined investment management tailored to your goals.

CORPORATE RETIREMENT PLANS
Our New Orleans team structures business plans through two pathways: our traditional Retirement Plan Advisory model for investment monitoring, or our turnkey 401(k) Complete platform for fully outsourced administration.

INSTITUTIONAL CONSULTING
We offer sophisticated governance oversight, policy analysis, and cash management to protect assets for New Orleans-based endowments and foundations.

WAVERLY WOMEN
A New Orleans-based wealth education and specialized planning initiative led by women advisors to empower female investors.

TRUST SERVICES
Fiduciary asset protection and professional trust administration engineered to secure family wealth transfer throughout the New Orleans community.

FAMILY OFFICE
Bespoke financial frameworks coordinating asset oversight, tax mitigation, and risk management to preserve multi-generational wealth for New Orleans families.

BUSINESS SERVICES
An integrated blend of tax strategy, accounting, and optimization to help New Orleans enterprise owners protect value and drive growth.

Specialized Planning for Oil & Gas Professionals
We help New Orleans clients in the oil and gas industry navigate complex financial decisions with clarity and confidence. Through coordinated investment, tax, estate, and succession planning strategies, we bring structure to wealth shaped by a dynamic industry.

The New Orleans wealth management team delivers independent, comprehensive asset management operating strictly under a fee-only fiduciary standard. Free from quotas, fund restrictions, and proprietary products, advisors engineer objective solutions designed solely to protect the client’s best interests.

Moving beyond isolated numbers, Waverly combines quantitative market data with a deep understanding of unique family goals. The firm’s mission is to convert personal financial aspirations into reality through customized planning frameworks, serving as a dedicated advocate for long-term client success.

As a Shell employee, you understand that relying solely on good intentions, without a clear understanding of their effects, may lead to counterproductive or even disastrous results. Efficient utilization of resources through wise allocation is essential to achieve desired results. Collaborating with a Waverly financial advisor means crafting a personalized strategy for your workplace benefits and financial resources.

Waverly Advisors has extensive experience helping more than 700 current and retired Shell employees navigate the unique opportunities and complexities of their financial lives. We provide tailored financial planning based on each client’s goals, values and priorities, bringing together cash flow, tax, insurance, retirement, investment and estate planning into one coordinated strategy.

Our advisors help clients understand and make the most of Shell’s workplace benefits, including the Provident Fund, Benefit Restoration Plan, pension plans, employee stock programs and long-term incentive plans. We can also provide guidance on tax-efficient strategies, such as after-tax Provident Plan contributions and potential Roth conversions, while coordinating with your accountant when appropriate.

Through Fidelity’s BrokerageLink®, we can professionally manage a broader range of investment options within the Provident Fund while considering your risk tolerance, retirement goals and potential exposure to the energy sector. As Investment Adviser Representatives, our advisors are held to a fiduciary standard and are committed to providing transparent, objective guidance that puts your interests first.