Allen Z. Thuma

Allen Thuma joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Senior Investment Analyst at Waverly, Allen brings a decade of experience in portfolio management, research, trading, and collaboration. He is passionate about financial markets, making processes more efficient or automated, and helping clients plan and prepare for their financial future.

Allen cherishes time with family and friends. He enjoys playing basketball, working out, hiking, and eating delicious food. In his free time, he also creates YouTube content (apologetic videos and music). Most of all, he strives to always continue to grow, whether it is in relationships with loved ones, gaining wisdom, or in his walk with Christ.

[email protected]

326-220-2156

Dayton, OH

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Science in Business, Finance
Wright State University

Professional Affiliations

Chartered Financial Analyst Society of Columbus

Community Involvement

Sunday School Teacher, Redemption Christian Tabernacle

Ask Me About

Individual stock selection
Vacations and traveling (or my most recent trip to Hawaii)
Philosophy
My (slowly) growing board game collection