Joshua L. Reidinger

Joshua L. Reidinger

Josh Reidinger has been with the Firm since 1996 and serves as CEO of Waverly Advisors, a fee-only wealth management firm. Josh advises affluent, multi-generational families through a comprehensive approach encompassing investment management, philanthropy, tax, estate and financial planning. He brings empathy, experience and intentionality to each client, often dealing with complex financial situations. Josh resides in Homewood, AL with his wife and their family.

Education

  • Bachelor of Science in Business Administration in Accounting
    Samford University, Birmingham, AL
  • Master of Accountancy
    University of Alabama at Birmingham, Birmingham, AL

Professional Affiliations

  • Estate Planning Council of Birmingham
  • Birmingham Business Journal’s Top 40 Under 40, 2009
  • Samford University Distinguished Accounting Alumni Award, 2012

Community Involvement

  • Restoration Academy, Former Board Member/Finance Committee Chair
  • Birmingham Young Life, Committee Member, Past Chair
  • Samford University, Cross-Country and Track & Field Assistant Coach
  • Samford University Accounting Advisory Board
  • Leadership UAB
  • Licensed Foster Parent
  • United Way of Central Alabama: Cabinet Member and Former Pacesetter and Tocqueville Recruitment Committees Member

Ask Me About

  • Why it is important to have a well-crafted wealth management plan BEFORE you sell your company
  • Why your multi-generational family may need a personal CFO
  • How your philanthropy can reinforce your family’s values
  • How children in Central Alabama, Central America and Central Africa changed my life
  • My first job at Waverly
  • What 30+ years of distance running has taught me
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