Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
Quarterly Review & Market Outlook – 2nd Quarter 2026
July 7, 2026
Beyond Writing a Check
July 6, 2026
John Cox Monthly Economic Market Update – June 2026
June 26, 2026
Consider New Roth 401k Options
Written by Becky Hoover, CFP®, CPA, CDFA® on July 7, 2026
Qualified Charitable Distributions
Written by Lisa M. Wood, CPA, MT, Tax Director on July 7, 2026
Written by Clay McDaniel, CFA® on July 7, 2026
FA Magazine’s 2026 America’s Top 100 RIAs
July 14, 2026
FA Magazine’s 2026 Top 50 Fastest Growing Firms
Waverly Advisors’ Affiliate Acquires Smithfield Trust Company
June 17, 2026
Living life fully means taking care of the important things — your spouse, your children and your business — leaving a legacy while having the freedom to pursue your personal goals.
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Managing your institution’s assets responsibly will help you deliver your mission more effectively for the people and groups it serves.
Preparing employees for a better retirement can help your company improve employee performance and build an attractive, competitive workplace.
Blending investment management, tax, estate, retirement, education, risk management and financial planning services.
Blending accounting, tax, individual planning, asset management, and business optimization services.
Offering comprehensive financial planning and investment management services for women.
Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.
We treat every client as unique, with a dedicated relationship manager who takes the time to understand your goals, values, and family dynamics, providing thoughtful, customized trust solutions.
Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.
Offering 401(k) Complete, a comprehensive retirement plan solution.
Questions about how we can help you or your family thrive, or want to learn more about Waverly Advisors? Get in touch with us today!
