Waverly Advisors
Partner, Regional Director
CPA

Larry Langefels

Larry Langefels joined Waverly Advisors in October 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC.ย  Larry joins Waverly as a Partner and Regional Director.ย ย As a Certified Public Accountant (CPA) with a BBA in Accounting and Marketing from the University of Cincinnati, Larry has developed a comprehensive skill set that spans marketing, finance, sales, human resources, mergers and acquisitions, and executive management.

Throughout his career, Larry has held various leadership roles, including positions in audit management, financial control, and executive leadership. His extensive background has equipped him with the expertise to navigate complex business landscapes and provide strategic insights.

Larry is also deeply committed to his community, actively participating in organizations such as the Leukemia and Lymphoma Society, Agape for Youth, and the American Heart Association. His involvement in these causes underscores his dedication to making a positive impact beyond his professional endeavors.

In his personal life, Larry enjoys traveling with his wife Beth, exploring new destinations and creating cherished memories. He is an avid golfer, often spending time on the course with friends and clients. At home, Larry finds joy in walking and playing with their two beloved dogs, Nellie and Lucy.

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

  • Certified Public Accountant (CPA)
  • University of Cincinnati, BBA in Accounting and Marketing

Professional Affiliations

  • Leukemia and Lymphoma Society
  • Agape for Youth
  • American Heart Association

Community Involvement

  • The Leukemia and Lymphoma Society
  • Agape for Youth
  • The American Heart Association

Ask Me About

  • Business Transaction Advising