Lisa M. Yost

Lisa joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As a Tax Advisor with over 20 years of experience in tax planning and compliance, Lisa specializes in individual, fiduciary, and partnership taxation. Her extensive experience is complemented by providing Family Office services for over 10 years, allowing her to adeptly navigate the intricate financial landscape of high-net-worth clients. Known for her client-centric approach, Lisa demonstrates a strong ability to help meet the expectations of those navigating complex financial situations.

Whether at home or while traveling, Lisa is a foodie who enjoys local restaurants and sweet shops with her daughter, Leyna. She finds joy in volunteering and spending quality time with family and friends.

[email protected]

317-733-3433

Zionsville, IN

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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

BBA in Accounting
University of Louisiana Monroe

Professional Affiliations

American Institute of CPAs
Indiana CPA Society

Community Involvement

Treasurer of The Cooper House

Ask Me About

Individual, Trust & Estate, and Partnership/LLC Taxation
Estate Review
Generational Wealth Planning
Charitable & Family Gifting