Brian Brunner

Brian joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As a Partner and Wealth Advisor at Waverly, Brian brings over 30 years of experience in wealth management and personal financial planning. He is a Certified Financial Planner and Certified Public Accountant, specializing in working with high-net-worth clients on generational wealth planning, investment management, and retirement planning. Brian is passionate about meeting with clients and crafting personalized financial plans and investment strategies to help them achieve their financial goals.

Brian resides in Westfield where he loves spending quality time with his wife, Natalie, and their seven children. Brian enjoys golf, live music, Purdue basketball, and card games of all varieties.

[email protected]

317-733-3444

Zionsville, IN

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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

B.S Accounting and Finance
Purdue University, West Lafayette, IN

Professional Affiliations

Financial Planning Association
American Institute of CPA
Indiana CPA Society

Community Involvement

Youth Sports Coach and Volunteer
Ronald McDonald House of Indiana – Former Board Member and Past President

Ask Me About

Investment Management
Retirement Planning
Estate Planning
Charitable & Family Gifting