Waverly Advisors Acquires Omni Wealth Advisors

Omni Wealth Advisors, Inc. (“Omni Wealth”) has been acquired by Waverly Advisors as of March 31, 2023.

Moving forward, you will come to know the Waverly Advisors team as an extension of our own. Both Waverly Advisors and Omni Wealth are driven by a client-first philosophy. We are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.

Waverly CEO, Josh Reidinger

"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see Omni Wealth’s core values align with our own, making this merger feel more like a natural progression for all parties involved, including our clients. We are thrilled to welcome the talented Omni Wealth team to Waverly, as we forge even further growth in 2023."

More About Josh

Our New Team

“Our combined teams’ financial planning knowledge and skill sets, as well as our respective areas of specialization, will provide our clients and staff with an enhanced experience. Together we are charting a clear path forward for growth and new opportunities for clients and team members alike. Our goal is to do our best in serving the many areas of your financial life, while always putting you, our client, first. We look forward to this new chapter in joining Waverly Advisors.” - Brian Hershberger, President of Omni Wealth Advisors.

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.