Jennifer Ryan - Waverly Advisors

Wealth Advisor

CFP®

Jennifer joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Wealth Advisor at Waverly. Jennifer joined StrategIQ straight out of college. She is passionate about pulling all aspects of a client’s financial life together in a way that is digestible for clients to understand and specific to each individual situation, constantly looking for opportunities to improve a client’s financial position so they can reach their goals. Educating clients about strategies and options available to them is extremely important to Jennifer, allowing them to ultimately make the most informed decisions possible. To Jennifer it is an incredible honor to be in the position to help clients in a way that can positively affect their lives.

In her free time, Jennifer enjoys boating on Lake Michigan and exploring all that the Great Lakes region has to offer. She loves to travel and has been all over the United States, with her focus now shifting to international travel.

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 Science in Financial Counseling and Planning – minors in Communications and Organizational Leadership and Supervision
Purdue University