Retirement Plan Advisor

Steven C. Causey

Steven Causey has been with Waverly Advisors since 1991, is a Partner, and is a Wealth and Retirement Plan Advisor. His primary responsibility is managing 401k Complete, the firm’s bundled retirement plan service. Steven works closely with clients in providing turn-key plan administration and investment solutions for their retirement plans, as well as advising high net worth clients regarding their financial matters. He is a member of the firm’s Investment Committee and the Waverly Operations Board. Steven is a graduate of Birmingham-Southern College where he received a Bachelor of Science degree in Accounting, and he also holds his Series 65 Securities License. Steven resides in Vestavia Hills with his wife and their three children.

[email protected]

205-769-3205

Birmingham, AL

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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

Bachelor of Science in Accounting, Birmingham-Southern College, Birmingham, AL

Professional Affiliations

Financial Planning Association of North Alabama
Estate Planning Council

Community Involvement

Brookwood Baptist Church: Deacon, Youth Ministry Team, Youth Sunday School Teacher and Member of Finance Committee
Vestavia Hills Soccer Club, Past Board Member
Vestavia Swim Association, Past Board Member

Ask Me About

How to design an efficient corporate retirement plan
Different types of fiduciaries related to retirement plans
The specifics of comprehensive personal wealth management
My adopted children in Africa
My construction experience building churches around the country
Selling ladies’ shoes and how it changed my life