Jeff Groezinger joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a wealth advisor at Waverly, Jeff brings many years of experience working with entrepreneurs and individual clients incorporating over 30 years’ experience in tax and tax strategies. Jeff particularly enjoys exploring tax-favorable ways to satisfy clients’ charitable goals as well as minimizing taxes over a multiple year horizon. He is a firm believer in the phrase, “It’s not what you make, but what you keep after taxes!” That is a key component to a successful financial plan.
When not assisting clients with achieving their goals, he spends time playing golf, competing in triathlons, continuing to develop his interest in photography, and as a homage to his father, is hoping to learn how to play a banjo! He and his wife Elaine also enjoy regular trips to Colorado to visit their son and enjoy the mountains.