Nicole T. Strbich

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 20 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 say that she can provide clients with informed advice, comprehensive planning, and a high level of service as part of 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 young children and love spending time outdoors and with family and friends.

[email protected]

326-220-2172

Dayton, OH

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Specialization

Areas of Expertise

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

Tax-Managed Equity Strategies

Tax-efficient investing including direct indexing and tax-loss harvesting.

Concentrated Position Management

Strategies for managing single-stock risk and equity compensation.

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.

Multi-Generational Wealth Planning

Family wealth continuity, values-based planning, and legacy design.

Liquidity Events & Wealth Transition

Managing proceeds from business sales, IPOs, or liquidity events.

Tax Optimization & Mitigation

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

Estate Tax & Gift Planning

Federal and state estate tax mitigation and annual exclusion gifting.

Charitable Estate Planning

Charitable remainder trusts, charitable lead trusts, and foundation planning.

Corporate Retirement Plan Advisory

401(k), 403(b), and defined contribution plan management.

Medical & Dental Professionals

Practice transition, student loan strategies, and professional liability planning.

Concentrated Wealth & Stock Positions

Managing large equity positions from IPOs, company stock, or founder shares.

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

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

Community Involvement

Dayton Children’s Hospital Philanthropic Giving Advisory Committee

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