Maddie Brown - Waverly Advisors

Wealth Advisor

CFP®

Maddie joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.

Maddie Brown, CFP®, is a Wealth Advisor at Waverly Advisors who helps clients make thoughtful financial decisions with greater clarity and confidence. She takes a comprehensive approach to financial planning, with a particular passion for helping women build wealth and feel more empowered in their financial lives.

Maddie enjoys the strategy and problem-solving involved in bringing together retirement planning, Social Security, tax planning, investments and cash flow management to create actionable recommendations tailored to each client’s goals. She believes financial planning is most valuable when clients understand their options and feel equipped to make informed decisions about their future.

A first-generation college graduate, Maddie earned her degree in Financial Planning from the University of Illinois and later obtained her CFP® certification while working full-time. She began her career with StrategIQ Financial Group and joined Waverly Advisors when the firms combined in 2024.

Outside of work, Maddie enjoys traveling, reading, spending time with family and friends, and cheering on the Chicago Bears.

Specialization

Areas of Expertise

Holistic Wealth Planning

Integrated financial planning across investments, taxes, estate, and risk.

Retirement Planning & Income Strategies

Retirement income optimization, withdrawal strategies, and Social Security planning.

Cash Flow & Liquidity Management

Managing cash needs, budgeting, and liquidity across complex financial structures.

Philanthropic Planning & Donor-Advised Funds

Charitable giving strategies, foundation management, and donor-advised fund optimization.

Tax Optimization & Mitigation

Year-round tax planning, projections, and strategy implementation.

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

Bachelor of Science in Agriculture and Consumer Economics with a concentration in Financial Planning
University of Illinois at Urbana-Champaign

Professional Affiliation

Northwest Indiana Influential Women’s Association

Ask Me About:

Women & Wealth
Social Security Timing
Tax-Smart Financial Planning