Wayne LeSage

Wayne LeSage joined Waverly Advisors, LLC as Partner and Chief Growth Officer in January of 2025. He brings experience from the investment management industry, having worked in roles within equity research, manager research, and institutional sales, marketing & client service. Wayne is passionate about personal finance, retirement planning, and health care planning for children with disabilities. He is actively involved in the community and serves as an Adjunct Professor of Finance at Villanova University. Wayne has a BBA in Finance from the University of Notre Dame and an MBA in Finance from The Wharton School, University of Pennsylvania.

In his free time, he loves spending time with family and friends, and his favorite hobbies are crossword puzzles, board games, and collecting vintage sports cards.

[email protected]

205-314-6231

Birmingham, AL, Philadelphia, PA

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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

BBA in Finance, University of Notre Dame
MBA in Finance, The Wharton School, University of Pennsylvania

Professional Affiliations

CFA Institute

Ask Me About

Investment Management
Strategic Planning
My greatest sports card trade