David A. Emery joined Waverly Advisors in December 2024 following the acquisition of Planning Capital Management by Waverly Advisors, LLC. He serves as a Wealth Advisor at our Doylestown, Pennsylvania location, bringing over two decades of experience in wealth management and financial planning to clients in the Philadelphia area.
Before transitioning to financial planning in 2003, Dave spent 17 years in sales with The Torrington Company, a division of Ingersoll Rand. He now specializes in advising the “Sandwich Generation” (ages 45 to 65) on retirement income planning, helping families navigate their financial journeys from understanding their current financial status to achieving and sustaining their desired lifestyle. Additionally, Dave assists the elderly with planning their aging lifestyle, addressing financial, health, and legacy concerns. He is also adept at reducing education costs for families and guiding divorcing clients through the equitable distribution of marital assets and the financial challenges of divorce.
Dave has been an active leader in the financial planning community, serving on the board of the Philadelphia Area Chapter of the Financial Planning Association and participating in several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the Association of Divorce Financial Planners, the Bucks County Estate Planning Council, and the National College Advocacy Group. His community involvement extends to serving on the alumni association board of Lehigh University’s Chi Phi fraternity and the board of C.B. Cares, a non-profit dedicated to the betterment of Central Bucks County’s youth.
