Irby Thompson, CFP®, AEP

Irby Thompson, CFP®, AEP

Irby Thompson is a Partner and Wealth Advisor for Waverly Advisors. He is responsible for building and strengthening client relationships and growing Waverly Advisors in the Montgomery area. Irby’s extensive experience in wealth management and comprehensive financial planning for every life stage, allows him the opportunity to guide his clients through difficult financial decisions.

Irby loves working with his hands and does just that, tending to his 100 year old property and surrounding grounds since moving there in 2004.  He is blessed to be “Papa” to eighteen grandchildren.

Education

  • Bachelor of Arts
    University of Alabama, AL

Professional Affiliations

  • Estate Planning Council

Community Involvement

  • Leadership Board, Trinity Presbyterian Church

Ask Me About

  • Retirement Planning
  • Investment Management
  • Estate Review
  • Generational Wealth Planning
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