Waverly Advisors Acquires Buckingham Advisors

“Partnering with Buckingham means that Waverly gains a robust tax preparation and planning service line that will enhance our ability to serve our high-net-worth clients,” said Justin Russell, President of Waverly. “Jay has built a team of talented professionals, and we are thrilled to welcome them to Waverly.”

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Waverly Advisors Ranked in Barron's 2024 Top 100 RIA Firms in the U.S.

As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.

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Third Quarter Market Update

There is little precedent for rate cuts in a healthy economy, but there was little precedent for a lot of what happened in recent years. The pandemic was weird. The labor market and supply chains were reorganized on the fly.

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