Chance Petri

Chance Petri joined Waverly Advisors in January 2026 as a Senior Tax Accountant and Certified Public Accountant (CPA) with over eight years of experience in public accounting and tax services. He brings a practical, client-focused approach to tax planning, helping individuals, families, and business owners navigate complex tax matters while aligning strategies with their broader financial goals.

Throughout his career, Chance has prepared and reviewed individual and business tax returns, developed proactive tax planning strategies, and worked closely with clients to support both short and long-term financial objectives. He values integrated planning and enjoys collaborating with wealth advisors to ensure tax considerations are aligned with investment and financial planning decisions.

Outside the office, Chance enjoys spending time with his wife and two young daughters. He is also an avid Bengals and University of Cincinnati fan, regularly attending games for both.

[email protected]

513-273-9628

Hamilton, OH

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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

Certified Public Accountant (CPA)
University of Cincinnati, BBA in Accounting, Finance and Marketing