We take pride in our thriving coastal community, home to the Blue Angels, the Pensacola Naval Air Station and the Pensacola Blue Wahoos. You’ll find our asset management team members actively supporting important Pensacola community organizations, fostering connections and giving back to the Gulf Coast area.
Our people make the difference. Waverly Advisor’s team holds credentials including Certified Financial Planner™ and Certified Public Accountant, and they have a personal dedication to going above and beyond for our clients.
With a comprehensive approach to asset and wealth management, financial planning, retirement planning, estate planning and investment management, our Pensacola financial advisors have the depth of experience to help you navigate the future, guiding you through any opportunity or challenge with tailored solutions.
Our Array of Services
Our Pensacola financial advisors offer a wide variety of services, including customized wealth management, comprehensive financial planning services tailored for women, coordination of generational wealth management and family provisions, support to minimize risk and expenses for institutions and services to meet companies’ employee benefit plan needs.
Our asset management firm serves as a fee-only firm, so our advice is independent and not based on products or commissions, but rather, helping our clients pursue their financial goals.
Our Dedication to Our Clients
Waverly Advisor’s mission is to create value for the individuals we serve through trusted relationships and to chart a path that’s customized for you and what you want to accomplish. With the right Certified Financial Planner™ or wealth management advisor, you can align your personal and financial goals. Let our asset management team help you optimize your financial growth today.