Claire Warner - Waverly Advisors

Tax Advisor

CPA, CFP®

Claire Warner joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. Claire is a seasoned professional with 38 years of experience in the field of accounting and financial planning. She holds certifications as a CPA and CFP® and earned her Bachelor of Science in Accounting from Northern Kentucky University.

Throughout her career, Claire has developed extensive knowledge in individual and fiduciary income tax preparation and planning. She has served high net worth clients with account administration, tax planning, and tax preparation and has gained considerable experience with estates and trusts relating to administration and tax preparation. Claire is dedicated to building strong relationships with her clients and assisting them with both short and long-term tax planning.

Claire is an active member of the Ohio Society of CPAs and is involved in her community as a board member of the Greenwood Cemetery Association and the Community First Solutions Mission Link Board.

In her personal time, she enjoys lake life and the quality time spent with family. She prioritizes exercise and is a Jazzercise instructor. Claire also loves to travel and cherishes time with her husband and three grandchildren.

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

Northern Kentucky University
Bachelor of Science in Accounting