Waverly Advisors Acquires Prosper Financial Advisers

Prosper Financial Advisers (“Prosper”) has been acquired by Waverly Advisors as of November 10, 2023.

Moving forward, you will come to know the Waverly Advisors team as an extension of our own. Both Waverly Advisors and Prosper are driven by a client-first philosophy. We are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.

Welcome to Waverly

CEO, Josh Reidinger

"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see Prosper's core values align with our own, making this merger feel more like a natural progression for all parties involved. We are thrilled to welcome Rhonda and her talented team to Waverly, as we continue to grow."

More About Josh

Your Trusted Advisor

Rhonda Holifield

"Partnering with Waverly offers us additional resources, stronger infrastructure and the opportunity to focus on what our business does best – providing prudent and comprehensive financial advice to our clients, while helping them navigate life's challenges and work toward their personal goals. We believe that this merger will allow our clients and team members even greater opportunities, enhanced resources, and extensive service offerings. Our mission and culture has always been centered on our clients, and we are thrilled to partner with Waverly, a firm that shares these same values."

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.