Waverly Advisors Acquires SoundPath Investment Advisors

SoundPath Investment Advisors (“SoundPath”) has been acquired by Waverly Advisors as of September 29, 2023.

Moving forward, you will come to know the Waverly Advisors team as an extension of our own. Both Waverly Advisors and SoundPath are driven by a client-first philosophy. We are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.

View Full Press Release Here.

Welcome to Waverly

CEO, Josh Reidinger

"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see SoundPath's core values align with our own, making this merger feel more like a natural progression for all parties involved. We are thrilled to welcome the SoundPath team to Waverly, as we continue to grow."

More About Josh

Your Trusted Advisor

Regional Director & Wealth Advisor, Julius Ridgway

"At SoundPath our focus remains on the well-being of you, our client, and our team members. Our mission and culture are centered on our clients, and we are thrilled to partner with Waverly, a firm that shares these same values."

Your Trusted Advisor

Regional Director & Wealth Advisor, Doug Muenzenmay

"Our goal is to do our best in serving the many areas of your financial life while always putting your needs first. Joining Waverly offers us additional resources, stronger infrastructure and the opportunity to focus on what our business does best – providing prudent and comprehensive financial advice to our clients."

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.