In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust, and deep connection.

A Waverly is defined as a meadow filled with quaking aspen trees. Aspens are remarkable for many reasons: not only are they the most widely distributed tree in North America, but a grove of aspen trees is actually a single organism, connected by an intricate network of roots. This root system can grow and spread for decades before a single trunk rises above the surface. Since 1999, Waverly Advisors has been cultivating its own network—rooted in strength and growing together. Our culture and values keep our team closely connected as our presence continues to expand across the U.S.

Much like aspen trees, which rely on a shared root system for mutual support, we believe in building a strong, interconnected financial strategy that supports every aspect of wealth management. We create integrated financial plans that work in harmony to help foster sustainable growth, address investments, estate planning, tax strategies, and more.

The evolution of our team and firm is a reflection of the essence of the name we chose, a name that symbolizes both our deep roots and our commitment to growth.