Colleen Henes

Colleen joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  She serves...

Steven M. Gronceski

Steve joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  He serves...

Deerfield, IL

Waverly Advisors – Wealth Management Services in Deerfield, IL Waverly Advisors is an independent Registered Investment Advisor (RIA) offering comprehensive...

Lafayette, IN

Waverly Advisors – Wealth Management Services in Lafayette, IN Waverly Advisors is an independent Registered Investment Advisor (RIA) offering comprehensive...

Merrillville, IN

Waverly Advisors – Wealth Management Services in Merrillville, IN Waverly Advisors is an independent Registered Investment Advisor (RIA) offering comprehensive...

Waverly Advisors Acquires Prosper Financial Advisers

Waverly establishes its fourth location in Florida   BIRMINGHAM, Ala. — November 14, 2023 — Waverly Advisors, LLC (“Waverly”), a...

Mackenzie Quinn

Mackenzie Quinn joined Waverly Advisors in November of 2023 after Prosper Financial Advisers was acquired by Waverly. Mackenzie serves as...

Cheryl B. Bott

Cheryl Bott joined Waverly Advisors in November of 2023 after Prosper Financial Advisers was acquired by Waverly. She serves as...

Rhonda K. Holifield

Rhonda Holifield joined Waverly Advisors in November of 2023 after Prosper Financial Advisers was acquired by Waverly. Rhonda serves as...

Five Reasons You Need an Estate Plan

Estate planning is a topic that people often avoid discussing. However, we believe it is a crucial aspect of financial...

Year-End Planning Strategies to Consider

As we near the end of 2023, we recommend that you take time to reflect on your financial goals and...

Avoid Surprises by Making the Most of Medicare’s Open Enrollment Period

If you or someone you know is enrolled in Medicare, then I’m sure you’re aware of the fact that Medicare’s...

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Waverly Advisors Acquires Rainsberger Wealth Advisors

Waverly’s first acquisition in the state of Colorado     BIRMINGHAM, Ala. — October 24, 2023 — Waverly Advisors, LLC (“Waverly”),...

Tiffany Saajid

Tiffany Saajid joined Waverly Advisors in October of 2023 after Rainsberger Wealth Advisors was acquired by Waverly.  Tiffany serves as...

Lisa Cullity

Lisa Cullity joined Waverly Advisors in October of 2023 after Rainsberger Wealth Advisors was acquired by Waverly.  She serves as...