Waverly Advisors

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Waverly Advisors
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Partner, Wealth Advisor
CPA

Grant W. Cardwell

Grant Cardwell joined Waverly Advisors in 2007 and is a Partner in Waverly Advisors. Grant is a leader of the High Net Worth Client Service Team, continuing his focus on tax planning and consulting after spending seven years in the Firm’s Tax Department. By building relationships, understanding each client’s specific situation, and listening to their specific needs, he is able to guide clients through tax-conscious comprehensive financial planning, helping them achieve what is important to them. Grant resides in Birmingham with his wife Jill and two daughters.

[email protected]
205-769-3385
Birmingham, AL
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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 Business Administration in Accounting
    Auburn University, Auburn, AL
  • Master of Accounting
    Auburn University, Auburn, AL

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants

Community Involvement

  • ALL IN Mountain Brook
  • Mountain Brook Community Church
  • Restoration Academy, Advisory Council Member
  • Shoal Creek Finance Committee
  • F3 Birmingham Leadership Council

Ask Me About

  • Your goals for your business over the next five years
  • Your goals personally over the next five years
  • Tax strategies that you should be taking advantage of
  • Why non-financial factors often outweigh the financial ones when making the best decisions for you and your family
  • Playing baseball at Auburn
  • Playing golf
Published by Grant W. Cardwell

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