Waverly Advisors
Partner, Wealth Advisor
CFPยฎ

Drew A. Gearhart

Drew Gearhart serves as a Partner and a Wealth Advisor with Waverly Advisors. As a Wealth Advisor, Drew loves being his clientsโ€™ go-to source for guidance in financial matters as it gives him an amazing sense of professional purpose. He believes making a positive difference in someoneโ€™s life is hard to beat; thatโ€™s partly why he was drawn to financial planning. He enjoys helping clients define their goals and develop a plan to take care of their families now and in the future.

Drew has always enjoyed solving puzzles and problems โ€“ give him a set of facts (or let him uncover them) and a set of goals, and heโ€™s happy. For Drew, one of the best parts of the day is meeting with clients and learning about their hobbies and interests and discovering how comprehensive planning can help enhance, but also simplify, the lives of his clients and their families. Drew and his wife reside in Mountain Brook with their three daughters.

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.

Education

  • Bachelor of Science, Banking and Financial Services
    University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • Estate Planning Council of Birmingham, Member
  • National Association of Personal Financial Advisors, Registered
    Advisor

Community Involvement

  • B Charitable, Board of Directors
  • Childrenโ€™s Hospital, Committee for the Future
  • The Exceptional Foundation, Board of Directors
  • The Club, Young Executive Committee

Honors, Awards and Recognition

  • Million Dollar Round Table, 2014

Ask Me About

  • Whether your insurance coverage is actually appropriate for you, or is that just what you were sold
  • Whether your estate plan is talking properly to the rest of your financial plan
  • Ways to effectively pass money to future generations and helping your children and grandchildren appreciate your hard work and gifts
  • My path to becoming a third-generation Eagle Scout
  • How to purchase rental properties with your in-laws
  • My transition from the insurance industry to the comprehensive financial planning world