Waverly Advisors Acquires Gwynn Management Company

This is Waverly’s second acquisition within the last four weeks and its third acquisition of 2023. This merger further establishes Waverly as a leading wealth management firm in the fast-paced RIA market.


Second Quarter Market Update

The first half was full of surprises and contradictions. The economy kept chugging along despite rate hikes.


In the Press “This year has been exciting for the Waverly Atlanta team as the Gwynn partnership marks our second acquisition in the region, following Omni Wealth Management in March,” said Scott Craig, Regional Director...
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Second Quarter Market Update Inflation fell quickly despite continued labor market strength. Housing prices bottomed despite nosebleed mortgage rates.