Jacob Maher joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. Jacob joined Buckingham Advisors after his graduation in April 2024. During his time at Wright State, he was involved in the finance club and the Raj Soin College of Business Dean’s Student Advisory Board. Jacob serves as a Financial Planner at Waverly, where he takes great pride in serving his clients. With a passion for helping others achieve their financial goals, Jacob provides personalized financial advice and strategies tailored to each client’s unique needs. He enjoys building long-term relationships with his clients, guiding them through life’s financial milestones, and ensuring they feel confident about their financial future. Whether it’s planning for retirement, managing investments, or navigating complex financial decisions, Jacob is committed to delivering exceptional service and support every step of the way.
Away from the office, Jacob enjoys spending time with his friends and family, playing a round of golf, or playing pickleball. He also is a lover of the outdoors and enjoys deep sea fishing.
Education
Ask Me About