Ben Gurley

Ben Gurley joined Waverly Advisors in September 2026 following the acquisition of Heartwood Wealth Advisors by Waverly Advisors, LLC. Ben serves as a Partner, Regional Director, and Wealth Advisor in Waverly’s Richmond, Virginia, office.

Ben works directly with clients as a wealth advisor and helps set and execute strategic priorities for the Richmond office in his role as Regional Director. His experience includes investment management, financial planning, business succession, and mergers and acquisitions. He especially enjoys helping clients address complex financial matters involving tax strategy, estate planning, legacy planning, and other long-term financial goals.

Prior to joining Waverly, Ben was with Heartwood Wealth Advisors, where he had served clients since 2016. Earlier in his career, he worked in investment banking following the completion of his MBA.

[email protected]

804-269-8718

Richmond, VA, Irvington, VA

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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 Arts, University of Virginia, 2009
Master of Business Administration, University of Virginia Darden School of Business, 2013
CERTIFIED FINANCIAL PLANNER™ professional