Waverly Advisors
Partner, Wealth Advisor
APMAโ„ข; CRPCโ„ข; CKAยฎ

Christopher Hitzman

Christopher Hitzman joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As a Partner, Wealth Advisor at Waverly, Chris brings more than twenty-five years in the investment, banking, and investment industry. Chrisโ€™ credentials and performance history demonstrate the record clients look for to invest their resources with confidence. Whether it is retirement planning, income strategies, or wealth preservation, Chris will help you develop a comprehensive, tailored plan to help you pursue your goals.

Chris heads our Mandeville branch and is well-known as a community servant through his previous elected position as a Madisonville Town Councilman.

Chris emulates a quote from Peter Drucker, โ€œLeadership is driven by three soft skillsโ€”integrity, humility, and generosity.โ€

He and his wife Sherry have three children, Brenden, Nadia, and Alia. These days, the Hitzmanโ€™s are often found working out, cooking, traveling and restoring an 80-year-old Church.

Specialization

Areas of Expertise

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

Tax-Managed Equity Strategies

Tax-efficient investing including direct indexing and tax-loss harvesting.

Concentrated Position Management

Strategies for managing single-stock risk and equity compensation.

Holistic Wealth Planning

Integrated financial planning across investments, taxes, estate, and risk.

Retirement Planning & Income Strategies

Retirement income optimization, withdrawal strategies, and Social Security planning.

Cash Flow & Liquidity Management

Managing cash needs, budgeting, and liquidity across complex financial structures.

Philanthropic Planning & Donor-Advised Funds

Charitable giving strategies, foundation management, and donor-advised fund optimization.

Multi-Generational Wealth Planning

Family wealth continuity, values-based planning, and legacy design.

Business Succession Planning

Transition planning for closely held businesses and family enterprises.

Executive Compensation & Equity Planning

Stock options, RSUs, deferred compensation, and executive benefits.

Business Valuation & Sale Preparation

Business appraisal, sale readiness, and deal structuring.

Liquidity Events & Wealth Transition

Managing proceeds from business sales, IPOs, or liquidity events.

Trust & Fiduciary Services

Trust design, administration, and coordination with trustees.

Estate Tax & Gift Planning

Federal and state estate tax mitigation and annual exclusion gifting.

Charitable Estate Planning

Charitable remainder trusts, charitable lead trusts, and foundation planning.

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 clientโ€™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. Waverlyโ€™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.

Professional Affiliations

  • Accredited Portfolio Management Advisor (APMA)
  • Certified Kingdom Advisor (CKA)
  • Chartered Retirement Planning Counselor (CRPC)

Ask Me About

  • Estate Planning
  • Investment Management
  • Tax Planning
  • Are you on Track
  • Jiu Jitsu