Brian M. Cann

Brian Cann joined Waverly Advisors in September 2026 following the acquisition of Heartwood Wealth Advisors by Waverly Advisors, LLC. Brian serves as Wealth Advisor in Waverly’s Richmond, Virginia, office.

Brian brings more than 40 years of experience in wealth management, with a background in portfolio management, trust administration, estate planning, tax planning and financial planning. Throughout his career, he has served in portfolio management and trust administration roles within several large bank trust departments, primarily working with high-net-worth individuals and families.

Brian enjoys helping individuals and families establish their financial goals and working alongside them to thoughtfully manage their resources in pursuit of those goals.

Brian earned a Bachelor of Arts from Hampden-Sydney College and holds the Chartered Financial Analyst® designation.

Outside of work, Brian enjoys spending time with friends and family and splits his time between Richmond and South Florida.

[email protected]

804-533-1553

Richmond, 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

B.A., Hampden-Sydney College
Chartered Financial Analyst® (CFA®)

Ask Me About:

Investment Management
Trust Administration
Estate Planning
Tax Planning
Financial Planning