Wealth Advisor

Paul Larkin

Paul Larkin joined Waverly Advisors in January of 2025 following the acquisition of Dickinson Investment Advisors by Waverly Advisors, LLC. As a Financial Advisor at Waverly, Paul brings several years of experience in I investment management, retirement planning, Medicare and Social Security, generational wealth planning, and employer-sponsored retirement plans. Paul finds great fulfillment in assisting his clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.

Paul cherishes the moments spent with his significant other, Diana, and their dog Chloe. They particularly enjoy going on walks at their local Aksarben parks, seeing movies, and reading a good book. Paul is from Colorado and is an avid Denver Broncos, Denver Nuggets, and Colorado Rockies fan. Paul also loves playing games, reading, and cooking (in progress!).

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

Hastings College, B.S.
University of Nebraska at Omaha, MBA.

Community Involvement

Vocational Development Center (VODEC) – Board Member, Treasurer

Ask Me About

Investments
Life insurance and Estate Planning
How to plan for retirement
Suggestions for a good TV show to start binging