Bryan Larsen - Waverly Advisors

Retirement Plan Manager

Bryan Larsen joined Waverly in December of 2025. Bryan serves as a Retirement Plan Manager, bringing a strong background in retirement plan services, investment reporting, and financial planning. He holds Series 6, 63, and 65 licenses and earned his Bachelor of Science in Business Administration.

His career began in IT at a neurosurgery clinic, but a transition into financial services sparked his passion for retirement planning. Since then, Bryan has developed extensive experience working with teams at Lockton Retirement Services (now Creative Planning) and Cetera Retirement Plan Services, where he gained valuable experience supporting clients and delivering tailored solutions.

Outside the office, Bryan enjoys exploring the Pacific Northwest with his wife and two daughters. A lifelong musician, he plays guitar, bass, and piano, and he also loves sharing video games with his family. Raised with a love for the outdoors, hiking, camping, and kayaking, Bryan looks forward to passing those traditions on to his children as they grow.

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.