Waverly Advisors
Partner, Portfolio Manager
CFAยฎ

Sean Fitzgibbon

Sean Fitzgibbon joined Waverly Advisors in March 2025 following the acquisition of certain assets of NBW Capital by Waverly Advisors, LLC. As a Partner and Portfolio Manager at Waverly, Sean brings over 30 years of experience in Investment Management and Financial Planning. His early career focused on institutional asset management, but after joining NBW Capital, he found fulfillment in building closer relationships with his clients. Sean enjoys assisting his clients in developing their financial and estate planning goals and working alongside them to achieve their objectives.

Sean cherishes spending time with his wife and two daughters, especially during family vacations. He also enjoys long walks around Boston with his two dogs, having recently moved to the South End. In his free time, you are likely to find Sean on either a road bike or a mountain bike or perhaps getting frustrated on a golf course.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

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 clientโ€™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. Waverlyโ€™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

  • Northeastern University, B.S.
  • Babson College, MBA

Professional Affiliations

  • Chartered Financial Analyst
  • Boston Securities Analyst Society

Ask Me About

  • Equity Investments
  • Private Equity or Credit
  • Financial Planning
  • The Joys of Raising Chickens