Waverly Advisors
Partner, Wealth Advisor
APMA™; CRPC™; CKA®

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. Chris’ 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, “Leadership is driven by three soft skills—integrity, humility, and generosity.”

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

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.

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