Brian Hershberger, CFA, CPA/PFS, CFP®

Brian Hershberger, CFA, CPA/PFS, CFP®

Brian joined Waverly Advisors in March of 2023 as a Partner and Wealth Advisor.  He brings over 30 years of experience in financial planning, investment and tax advisory business. Before joining Waverly, Brian was President of Omni Wealth Advisors.  Brian is a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Personal Financial Specialist and Certified Financial Planner (CFP)® and has held numerous leadership positions with professional and non-profit organizations.

As a UF Gator Alumni, Brian lives in a house full of Georgia Bulldogs, with his wife, Karen and six children.  Running is his exercise of choice with two marathons under his belt.



  • Bachelor of Science in Accounting, University of Florida
  • Master’s in Accounting, University of Florida


Professional Affiliations

  • CFA Institute
  • CFA Society of Atlanta


Community Involvement

  • Archdiocese of Atlanta School Advisory Board Member
  • Blessed Trinity Catholic High School – Finance Committee Member
  • St. Vincent dePaul Society


Ask Me About

  • Retirement Planning
  • Investment Management
  • Estate Review
  • Generational Wealth Planning