Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP®

Steve joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  He serves as a Partner and Wealth Advisor at Waverly and brings 30 years of experience in Financial Planning to the firm.

Education

• Bachelor’s Degree in Financial Planning and Counseling
  Purdue University

Professional Affiliations

• The International Association of Advisors in Philanthropy

Community Involvement

• Member of Knights of Columbus

Ask Me About

• Retirement Planning
• Generational Wealth Planning
• Charitable & Family Gifting
• Investment Management