LOCATION OVERVIEW
Richmond is a city shaped by history, growth, and a strong sense of community. As Virginia’s capital, it blends a rich past with a thriving modern economy, nationally recognized healthcare and education institutions, and a growing business community. Waverly Advisors’ Richmond office reflects that same balance of established experience and forward-looking perspective, serving high-net-worth individuals, families, business owners, and multigenerational families with thoughtful, highly personalized wealth management.
The Richmond office became part of Waverly in 2026 through the acquisition of Heartwood Wealth Advisors, bringing together a group of experienced professionals with deep roots in the community and longstanding client relationships. Today, our Richmond advisors provide access to the full depth of Waverly’s capabilities, including investment management, financial and tax planning, trust and estate advisory, philanthropic strategy, business advisory, and family office services.
What distinguishes our Richmond team goes beyond experience and professional credentials. It is the personal approach our advisors bring to every relationship and their commitment to understanding the people, families, and goals behind each financial plan.
Our advisors have spent decades building relationships throughout Richmond and the surrounding communities, serving clients across generations and supporting the organizations and causes that make the region a special place to live and work. Every relationship is grounded in trust, transparency, and a shared commitment to helping clients make thoughtful decisions about their wealth. It is a culture centered on people, strengthened by relationships, and supported by the resources of a national firm.
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
Regional guidance on fiduciary standards, local economic alignment, and integrated wealth management.
Waverly Advisors’ Richmond 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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