Mitch Bodenmiller

Mitchell Bodenmiller joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As an Investment Adviser at Waverly, Mitch has several years of experience in portfolio management and research, helping clients position their investments appropriately, ensuring the client’s investment risk matches their tolerance, and contributing frequent research to his team. Mitch graduated from Wright State University with a bachelor’s degree in finance in 2018 and completed his MBA at The Ohio State University in 2021. Mitch earned the right to use the Chartered Financial Analyst (CFA) designation in 2022.

When not working hard for his clients, Mitch lives in Fairborn, Ohio, with his wife Lisa and son Hayden. He loves to travel, golf, and enjoys cheering on the Buckeyes, Bengals, and Reds. Mitch loves to volunteer in his spare time as an active member of the Centerville Noon Optimists.

[email protected]

326-220-2150

Dayton, OH

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

Wright State University, B.S.
Ohio State University, MBA

Professional Affiliations

Chartered Financial Analyst Society of Columbus

Community Involvement

Centerville Noon Optimists

Ask Me About

Portfolio Management
Equity Research