Nicole T. Strbich, CFP®, CPWA®, EA

Nicole Strbich joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Nicole brings 17 years of experience in Retirement Planning, Estate Planning, Social Security Planning, Investment Management, Generational Wealth Planning, College Education Planning, and Charitable & Family Gifting. Nicole loves being able to confidently say that she can provide clients with the best possible advice, planning, and experience with the Waverly Advisors team. She enjoys getting to work with multiple generations of families and finding ways to help them enjoy the fruits of their hard work.

Nicole and her husband have three young children and love spending time outdoors and with family and friends.

Education

• Master of Business Administration (MBA) in Finance
• Wright State University
• Bachelor of Science in Financial Planning and Marketing
• Wright state University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ professional

• Certified Private Wealth Advisor®
• Enrolled Agent

Ask Me About:

• Why tax planning is critical to your retirement plan
• How you can connect your charitable goals with your income needs and tax planning
• Why your estate plan needs to go beyond a will
• How stock options impact your taxes and how to optimize this planning
• Ways to plan for generational wealth and how to talk to your children about money