Partner, Wealth Advisor

Austin Barranco

Austin Barranco joined Waverly Advisors in July of 2026 following the acquisition of InVista Advisors by Waverly Advisors, LLC. Austin serves as Partner and Wealth Advisor.

Austin Barranco has been serving clients in the wealth management industry since 2014. He works with families, business owners, nonprofit organizations, and associations, helping them navigate important financial decisions with clarity and confidence. He is committed to building long-term relationships and providing personalized guidance tailored to each client’s goals, values, and unique circumstances. Austin has a particular passion for serving nonprofit organizations and associations, helping leadership teams navigate investment oversight, fiduciary responsibilities, and long-term financial planning.

A lifelong resident of Montgomery, Alabama, Austin lives there with his wife, Maghen, and their two daughters. They are parishioners at Holy Spirit Catholic Church. Outside of work, Austin enjoys traveling, golfing, fly fishing, hunting, and college football.

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 Commerce & Business Administration Finance, Insurance & Risk Management the University of Alabama, Tuscaloosa, Alabama
Community Involvement
Holy Spirit Catholic Church, Parishioner
Montgomery Museum of Fine Arts, Board of Directors

Ask Me About

Preparing for retirement with confidence
Helping the next generation become responsible stewards of wealth
Making financial planning less overwhelming
Fly fishing, travel, and Alabama football
Why one quote from Nick Saban has shaped my approach to life and business

“A lot of people practice to get it right. But really, you practice until you can’t get it wrong.” — Nick Saban