David Mire - Waverly Advisors

Partner, Wealth Advisor

CRPC®, APMA®

David Mire joined Waverly Advisors in April 2026 following the acquisition of TruWealth Advisors by Waverly Advisors, LLC. As a Partner and Wealth Advisor, David brings more than 15 years of experience in investment management, retirement planning, estate review, generational wealth planning, charitable and family gifting, and employer-sponsored retirement plans.

David has deep roots in both the Norco area and the Shell Oil community. Both of his grandfathers, one great-grandfather, and several other family members worked for and retired from Shell Oil in Norco. Today, David helps lead the firm’s efforts in serving clients within the oil and energy sector. His familiarity with the region and the industry makes him a natural resource for assisting clients with company 401(k) plans and long-term retirement planning.

After earning his Bachelor of Science in Management Finance from Tulane University, David began his career in finance in 2010. Since then, he has built a reputation as a steady and trusted advisor. He is an Investment Advisor Representative (IAR) and holds the APMA® and CRPC® designations.

Outside the office, David enjoys life in creole country, spending his time hunting, fishing, and playing golf.

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 Management Finance, Tulane University New Orleans

Professional Affiliations

Accredited Portfolio Management AdvisorSM (APMA®)
Chartered Retirement Planning Counselor (CRPC®)

Ask Me About:

Financial Planning
Cooking
Fishing