Quinn Michel

Quinn Michel joined Waverly Advisors in December of 2024 following the acquisition of Planning Capital Management by Waverly Advisors, LLC. As an Associate Financial Planner at Waverly, Quinn brings over 7 years of experience in investment management and retirement planning. Quinn is passionate about assisting clients towards retirement. He strives to help clients feel heard and supported throughout their entire planning process. He especially loves hearing about all of the amazing worldwide adventures clients have as they navigate a successful retirement.

Quinn spends his free time exploring national parks, cooking, golfing, and preparing for the EA exam. He resides in West Chester, PA with his girlfriend, Molly, and their cat, Trixie.

[email protected]

215-709-5800

Paoli, PA

download your virtual business card

Specialization

Areas of Expertise

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

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.

Tax Optimization & Mitigation

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

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 Finance and Economics, West Chester University of Pennsylvania

Professional Affiliations

Financial Planning Association of Philadelphia Tri-State Area

Ask Me About

eMoney and projections
The importance of accurate information for planning