Waverly Advisors
Partner, Regional Director, Wealth Advisor
CFAยฎ

Julius Ridgway

Julius Ridgway joined Waverly Advisors in September of 2023 after SoundPath Investment Advisors was acquired by Waverly.ย  He serves as a Partner, co-Regional Director of Mississippi and Wealth Advisor. With over 30 years of professional experience in financial services and a brief stint in banking and real estate, Julius entered the investment field over 20 years ago, the vast majority of which was spent with SoundPath. His focus remains on investment research, portfolio management and wealth management. Julius also serves as a member of Waverly’s Investment Committee.

Julius enjoys identifying investments that have the power to compound wealth over a long period of time, which in parallel, positively impacts his clients’ wealth.ย  Providing a service that allows his clients to achieve financial independence, and enjoy a worry-free retirement that perhaps they never imagined as a result of the magical power of compounding, brings him great joy.

Julius enjoys traveling, being outdoors, hiking, and being active. He used to be a serious runner for a number of years at distances ranging from 5k to a few 50k ultra-marathons. His guiltiest pleasure is driving his sports car at track weekends at Barber Motorsports Park and other race tracks around the country.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

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 clientโ€™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. Waverlyโ€™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

  • M.Sc. International Accounting and Finance
    London School of Economics
  • MBA
    Millsaps College
  • Bachelor of Arts
    University of Mississippi

Professional Affiliations

  • CFA Society Mississippi

Community Involvement

  • Advisory Board, New Stage Theater
  • Investment Committee, Mississippi Museum of Art Foundation

Ask Me About

  • Investment Management
  • Retirement Planning
  • Business Succession Planning
  • Business Transaction Advising