Waverly Advisors Acquires McShane Partners

“The acquisition of McShane speaks to Waverly’s commitment to delivering comprehensive, client-centric wealth and investment management services, while expanding the firm’s resources and infrastructure to new geographies.,” said Mac Selverian, WPCG Principal.

Read More...

Waverly Advisors Ranked in Barron's 2023 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.

Read More...

First Quarter Market Update

As the first quarter comes to a close, we wanted to share our Quarterly Review & Market Update with you. Put together by our in-house Investment Committee, this commentary allows you to remain informed about the trends, impacts and influences the markets have experienced over the last three months. 

Read More...