Waverly Advisors – Wealth Management Firm Serving Savannah

The wealth management professionals in our Savannah, Georgia office are dedicated to putting you and your goals first.

We are proud to be part of Georgia’s oldest city which is so full of history. Our office is located just blocks from the hand-laid cobblestones that make up the iconic River Street. Our Firm is proud to be a part of this community, as well as a trusted advisor for our clients and neighbors. With a comprehensive approach to asset and wealth management, financial planning, retirement planning, estate planning and investment management, we have the depth of experience to help you navigate the future, guiding you through any opportunity or challenge with tailored solutions.

Waverly Advisor’s Savannah, GA team is composed of financial advisors who are credentialed professionals dedicated to their clients’ success. Our Savannah team maintains connections with relevant professional organizations and holds designations such as Certified Financial Planner, Chartered Financial Analyst and Chartered Alternative Investment Analyst.

In addition to their professional credentials and accomplishments, our team of asset management professionals is committed to the Savannah community, our Savannah clients and the success of both.

Click here to learn more about Waverly Advisor’s Savannah financial advisors.

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

Private Client Services

Blending tax, estate, financial planning services and investment management, our team of Savannah, GA certified financial advisors provides clients a comprehensive wealth management solution that is designed to meet their individual goals. In tailoring our services to help you thrive, our Savannah financial advisors:

  • Gain a full knowledge of your financial and personal goals;
  • Communicate regularly and provide needed updates; and
  • Approach investing in a manner driven by data.

Family Office Services

Protecting your wealth is crucial for providing a legacy for your family. Our Atlanta, GA wealth management professionals and financial advisors can help your family design a financial plan with lasting impact. With your family’s financial goals and future objectives in mind, our wealth management team can provide comprehensive risk management, asset management, estate, tax, philanthropic planning, cash flow planning and more.

Corporate Retirement Plans

Waverly Advisors offers corporate retirement plan solutions through 401(k) Complete, a comprehensive retirement plan solution that includes:

  • Administration services
  • Recordkeeping services
  • Investment management

Waverly Advisors makes financial planning for retirement simple by providing a spectrum of business retirement plan services.

Institutional Consulting

Waverly Advisors offers the support institutions need to ensure ongoing strength and minimize risks. Waverly Advisors can provide institutions, such as religious foundations, academic institutions and community grant makers, with:

  • Board education
  • Investment policy analysis
  • Spending analysis
  • Investment planning
  • Governance review
  • All required reporting
  • Cash management solutions
  • Short and intermediate-term bond portfolios
  • Portfolios constructed with specific targets in mind
  • Preferred relationships for custody and safekeeping

Savannah Fee Only Financial Advisors

Waverly Advisor’s Savannah investment management team is dedicated to providing our clients with an independent and comprehensive asset management service. Waverly Advisors is a fee only financial advisor, which means that our Savannah wealth management team is 100% independent, free from quotas, fund restrictions and proprietary products. Because of Waverly Advisor’s fee only status, every financial solution that is put into place for our clients is designed to serve their best interests.

At Waverly Advisors, our team of financial advisors understands that wealth management isn’t just about numbers. That’s why our team is committed to not only understanding data and trends; they’re committed to understanding you.

Our customized wealth management solutions are designed for our clients with their specific goals in mind because our advisors are dedicated to helping them thrive. At the end of the day, our mission and promise is to help you accomplish what’s most important to you. You have goals that are unique to you and your family. Our team believes that your financial planning should reflect that, and they are committed to helping you see those goals become reality. We believe that no one else will root harder for you than the financial advisors and wealth management professionals at Waverly Advisors.

How to find Waverly Advisor’s Savannah office

From I-16
  • Head east on I-16 E
  • Take exit 167B on the left and merge onto Montgomery St (I-16 ends and becomes Montgomery St in downtown Savannah)
  • Follow Montgomery Street and take a right on to West Congress Street
  • Travel several blocks down West Congress Street and on the right, you will see the Truist red brick building on Johnson Square.
  • Enter through the Congress Street entrance into the red brick building. The office is located at 33 Bull Street, Suite 102 on the ground floor
  • Parking is not available at the office. You can park in a metered spot or continue straight past the building (do not go around the square) to the next street, Drayton Street.
  • Take a left & go 1 ½ blocks down on your right to the Bryan Street parking garage for paid parking