Pete Bohrofen joined Waverly Advisors in October of 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. As a Partner and Wealth Advisor, Pete brings a wealth of experience and expertise to his role.
Pete holds the Accredited Investment Fiduciary (AIF®) certification and is a proud graduate of the University of Cincinnati. His areas of specialization include retirement planning, investment management, generational wealth planning, and education planning. Pete is deeply committed to his professional community, actively participating in several organizations. He is an Eagle Scout with the Boy Scouts of America, serves as President of the Fraternal Order of Police Associates Queen City Lodge #4, and is an associate member of multiple Fire Chiefs Associations across Ohio, including Hamilton County, Butler County, and Warren County, as well as an affiliate member of the Miami Valley Ohio Fire/EMS Alliance.
In his professional capacity, Pete collaborates with individuals, retirees, corporations, and public employees to develop comprehensive financial, retirement, and estate plans that are tailored to meet the unique needs of clients at every stage of life. He derives immense satisfaction from the positive impact his work has on enhancing the financial stability and prosperity of his clients.
Beyond his professional endeavors, Pete enjoys a fulfilling personal life. He cherishes spending quality time with his wife and two children. To stay active, Pete participates in 5:00 AM HIIT classes and enjoys golfing. His dedication to both his career and personal life exemplifies his commitment to excellence and well-being.