Dalton Clary

Dalton Clary is a Financial Planner with Waverly Advisors, where he advises high-net-worth individuals and families on comprehensive wealth planning strategies. His work spans retirement planning, tax-efficient wealth strategies, estate and legacy planning, investment management, and philanthropic planning.

A graduate of The University of Alabama, Dalton holds the Certified Financial Planner® and Certified Kingdom Advisor® designations. He is passionate about building long-term relationships and delivering thoughtful, values-driven advice tailored to each client’s goals, priorities, and vision for the future.

Dalton believes wealth is most meaningful when aligned with purpose, and he strives to help clients steward their resources wisely across generations.

He and his wife, Katie, live in Tuscaloosa, Alabama.

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

Bachelor of Science in Civil Engineering, The University of Alabama, Tuscaloosa, AL
Executive Program in Financial Planning, The University of Georgia, Athens, GA
Certified Kingdom Advisor® Educational Program, Indiana Wesleyan University, Marion, IN

Professional Affiliations

Financial Planning Association of North Alabama, Former Board Member

Community Involvement

Grace Klein Community, Feed BHM volunteer

Ask Me About

Stewarding wealth with a purpose
Building a meaningful legacy
My perspective on work and retirement
How many times I have moved
Why I love my hometown (hint: it’s not football)
My favorite vacation spot

Published by Dalton Clary

Blogs

Insights

Generations Financial Planning Series: Gen Z

In this video, Harrison DeShazo, CFP®, Associate Wealth Advisor in Waverly Advisors’ Austin, Texas office, and Dalton Clary, CFP®, CKA®, Financial Planner...

Insights

Beyond Accumulation: A Behavioral Perspective on Wealth, Planning, and Stewardship

Introduction When people think about financial planning, the conversation often starts with growth. How much is being saved. How investments are performing....