Melissa Mueller joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Melissa brings 12 years of experience in investment management, tax planning, retirement planning, estate review, generational wealth planning, and charitable & family gifting.
Specialization
Tax-efficient investing including direct indexing and tax-loss harvesting.
Retirement income optimization, withdrawal strategies, and Social Security planning.
Managing cash needs, budgeting, and liquidity across complex financial structures.
Charitable giving strategies, foundation management, and donor-advised fund optimization.
Year-round tax planning, projections, and strategy implementation.
Federal and state estate tax mitigation and annual exclusion gifting.
Charitable remainder trusts, charitable lead trusts, and foundation planning.
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.
