Karen Williams joined Waverly Advisors in October 2025 after StrategIQ Tax and Business was acquired by Waverly Advisors, LLC.
Karen Williams joined Waverly Advisors in October 2025 after StrategIQ Tax and Business was acquired by Waverly Advisors, LLC.
The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.
Comprehensive investment oversight across public and private markets.
Holistic financial planning and multi-generational wealth stewardship.
Access to private equity, private credit, real estate, and real assets.
Business transition, succession planning, and family governance.
Tax optimization, estate structuring, and multigenerational legacy design.
Customized solutions for unique life events and complex situations
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.