Waverly Advisors Welcomes River Capital Advisors

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective July 19, 2024.

To help take our organization to the next level, expanding on the wealth of services we provide, we have partnered with a firm that shares our values, and we found that in Waverly. At the core of both Waverly and River Capital is a shared dedication to prioritizing you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning and data-driven investment management. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor.

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 River Capital'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 the River Capital team to Waverly, as we continue to grow."

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River Capital President, Rob Simon

"River Capital was established out of the desire to help clients with all aspects of their financial lives. Joining Waverly means we are now able to utilize a stronger infrastructure and provide even greater resources to our clients.”

MORE ABOUT ROB

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.

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