Waverly Advisors
Partner, Wealth Advisor
CFP®, CKA®

Pam Martin

Pam joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Partner and Wealth Advisor at Waverly. Pam started her adult career serving as a Medical Specialist in the US Army where she met her husband, Phil. After completing her service commitment, she entered college afterward spending almost 20 years in private education. Pam’s years in education fostered a desire to educate those of her community in the area of finance. In answer to this desire, she became a Financial Advisor in 2011. She enjoys walking alongside her clients as they navigate the different seasons of life.
Pam enjoys the close relationships she develops with her clients and their families; helping them integrate the values that are most important to them into their financial life and those of the next generation.
In her free time, Pam loves spending time with family, reading, traveling, hiking, kayaking and quilting.

Specialization

Areas of Expertise

Holistic Wealth Planning

Retirement Planning & Income Strategies

Cash Flow & Liquidity Management

Philanthropic Planning & Donor-Advised Funds

Waverly Women

Comprehensive Financial Planning

Faith Based Financial Planning & Investing

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 Education & Religion
    Maranatha Baptist University, Watertown, WI
  • Certified Financial Planner
    Indiana Wesleyan University
  • Certified Kingdom Advisor
    Indiana Wesleyan University and Ron Blue Institute

Professional Affiliations

  • Kingdom Advisors

Community Involvement

  •  Junior Achievement of Chicago, Advisory Board Member and Volunteer
  • Bethel Church, Financial Education Coordinator, Women’s Bible Teacher
  • Children’s Ministry: Disabled American Veterans, monthly meal coordinator for local chapter

Ask Me About

  • How faith can be integrated into financial planning
  • Why multi-generational families need to talk more about money
  • Why financial planning is integral to a successful retirement
  • My 15-year journey making the Dear Jane quilt