Comprehensive financial planning and investment management services for women.

When it comes to finances, as a woman, you may seek a unique perspective and think differently than men when working with your financial and tax advisors, estate planners and other financial professionals. You may also tend to take a different approach to your financial education, as well as life events that can impact your financial future. This is why we created the Waverly Women – a tailored offering led by our women advisors that combines the expertise of our financial, investment, tax and estate planning service areas into a specialized bundle of services just for women.

We partner with you to not only help you be more empowered, but also to reduce stress associated with your financial future so that you can achieve your goals. We get to know you and learn what your financial goals are. We help educate you, help you achieve financial security and help simplify your financial complexities. We can also work with third parties, like your attorneys, to navigate difficult legal necessities and help you avoid costly investment mistakes.

We understand the challenges life can bring. Divorce, loss of a spouse, inheritance, business changes or any event that impacts your financial picture are times to contact our team of advisors.

Request a free consultation.

We’re here to support you and provide customized solutions at every step along the way through:

  • A comprehensive financial planning approach through collaborative investment, tax, estate and financial planning services
  • Regular communication with you
  • Intimate knowledge of your personal and financial objectives
  • Local and highly attentive team of advisors
  • A tailored portfolio and a disciplined, data-driven approach to investing

You will have access to highly credentialed advisors – Certified Public Accountants (CPA), Accredited Estate Planners (AEP), Attorneys (J.D.), Chartered Financial Analysts (CFA) and Certified Financial Planners (CFP®). Whether you need the expertise of one or all of our team members, you can be confident that you will be empowered to focus on what matters most in your life.

Waverly Women's Services Overview

  • Comprehensive Financial Planning
  • Asset Management
  • Business Valuation
  • Investment Education
  • Investment Management
  • Income Tax Planning & Budgeting
  • Estate Planning
  • Cash Flow Planning
  • Retirement Planning
  • Debt Analysis
  • Education Planning & Saving
  • Insurance Review
  • Medicare and Social Security Planning
  • Coordinating Updates of Legal Documents
  • Charitable Giving
  • Trust Analysis
  • Trust Administration Assistance
  • Mediation Support


Contact Us

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!