Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
Quarterly Review & Market Outlook – 2nd Quarter 2026
July 7, 2026
Beyond Writing a Check
July 6, 2026
John Cox Monthly Economic Market Update – June 2026
June 26, 2026
Consider New Roth 401k Options
Written by Becky Hoover, CFP®, CPA, CDFA® on July 7, 2026
Qualified Charitable Distributions
Written by Lisa M. Wood, CPA, MT, Tax Director on July 7, 2026
Written by Clay McDaniel, CFA® on July 7, 2026
Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
June 17, 2026
Waverly Advisors Acquires WealthPlans and Cooley & Associates
June 2, 2026
Waverly Advisors Acquires TruWealth Advisors
April 28, 2026
Karen Williams joined Waverly Advisors in October 2025 after StrategIQ Tax and Business was acquired by Waverly Advisors, LLC.
