Waverly Advisors
Partner, Wealth Advisor
CRPCยฎ, APMAยฎ

Cory Faucheux

Cory Faucheux joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As Partner, Wealth Advisor, he brings two decades of experience. Throughout his career, Cory has dedicated himself to comprehensive financial planning and firmly believes that a well-crafted strategy is the cornerstone of a secure future for the lives of the individuals and families he serves.

As a Chartered Retirement Planning Counselor and an Accredited Portfolio Manager, Cory offers a sophisticated perspective on complex financial decisions. He serves as an integral member of his local investment committee, helping steer the direction of internal portfolio management. His background as an entrepreneur provides unique insight into the specific needs of business owners. From tax and estate planning to legacy building and investment management, Cory provides a holistic approach tailored to each client.

When he isnโ€™t analyzing market trends or meeting with clients, Cory is a devoted family man. He and his wife, Ali, are passionate travelers who love exploring the world with their son, Cole, and daughter, Cailah. You can often find the family relaxing wherever the sun shines on sandy beaches and clear waters. Back home, they are self-proclaimed foodies who enjoy discovering every new restaurant opening while remaining loyal to their favorite local spots.

They are committed to their faith and community where they are active members of Church of the King. Driven by a desire to make a positive impact on the lives of those he serves, Cory and his family are proud sponsors and volunteers for various local charities.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

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 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.