TruWealth Advisors Joins Waverly Advisors

We are pleased to announce a new chapter in our journey. We are part of Waverly Advisors effective April 24, 2026.

DESIGNED FOR SUCCESS

Built to Support Your Next Chapter

To help take our firm to the next level, by expanding on the breadth of services we provide, we are joining a firm that shares our values, and we found that in Waverly. At the core of both Waverly and TruWealth is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.

$35.6B

Assets Under Management as of 7.27.2026

480+

Dedicated Team Members Ready To Serve You

50+

Locations Across 20 States Serving Key Markets Nationwide

Waverly President & CEO

Justin Russell

“At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see at TruWealth, so joining together makes perfect sense. We are thrilled to welcome the team to Waverly as we continue to grow.”

Partner and Wealth Advisor

Charles Simmons

“TruWealth’s core business model was built on the belief that financial advice should always be centered on clients’ best interests. Joining Waverly allows us to keep that commitment while providing clients with enhanced resources, broader planning capabilities and access to an expanded team dedicated to their long-term financial success.”

Partner and Regional Director

James Parrie

“Joining Waverly has positively positioned our team for the next stage of growth. Waverly’s robust platform and collaborative culture will allow us to scale thoughtfully while continuing to deliver the high level of service our clients have come to expect.”

IN THE NEWS

Waverly Advisors Acquires TruWealth Advisors

good things grow

Like an aspen grove, every part of your financial life is interconnected. We bring investment management, financial planning, tax strategy, and trust and estate planning together into one coordinated approach, simplifying complexity and building clarity at every stage. You don’t work with just one advisor. You gain a full team of specialists committed to your goals.

The work may evolve over time. The relationship remains. Just as the aspen grove grows from a shared foundation, we grow with purpose, deeply rooted in our commitment to serve our clients, our team, and our communities.

Our Culture & values

Everything we do begins with a single question: how can we serve our clients, our teams, and the communities we call home?

Serve
Integrity
Family
Grace
Team
Drive
Empathy
Community

Serve

Stewardship in Every Relationship

Service is more than what we do—it is how we show up. Guided by a commitment to stewardship, we place the needs, goals, and well-being of those we serve at the center of every interaction. By listening deeply, acting thoughtfully, and remaining present through every stage of life, we build relationships rooted in trust, care, and lasting connection.

Integrity

Trust Earned Through Action

Integrity is the foundation of every relationship we build. We communicate with clarity, follow through on our commitments, and take accountability for every interaction. By aligning what we say, what we do, and what clients experience, we create the confidence, consistency, and peace of mind that lasting relationships require.

Family

Centered on What Matters Most

Family is at the heart of meaningful planning. We take the time to understand the people, relationships, values, and aspirations behind every financial decision. By keeping what matters most at the center of our approach, we help clients navigate today while preparing thoughtfully for future generations.

Grace

Wisdom with Understanding

Life’s most important decisions are rarely simple. We approach every conversation with patience, empathy, and perspective, creating space for thoughtful dialogue and informed decisions. Through calm guidance and genuine understanding, we help bring clarity when it matters most.

Team

Stronger Together

Exceptional service is the result of shared expertise and seamless collaboration. Behind every client relationship is a connected team working together with a common purpose and a deep understanding of each client’s unique needs. This coordinated approach ensures thoughtful guidance, clear communication, and a consistent experience.

Drive

Purpose in Motion

We are committed to helping clients move forward with confidence. Through proactive guidance, disciplined follow-through, and intentional action, we help create momentum toward meaningful goals. Our focus is not simply on progress, but on progress guided by purpose.

Empathy

Understanding Before Advising

The best advice begins with listening. We seek to understand the personal experiences, priorities, and aspirations that shape every decision. By gaining a deeper perspective, we provide guidance that feels thoughtful, relevant, and aligned with what matters most to each client and family.

Community

Connected for the Journey

Relationships are built over time through trust, consistency, and meaningful connection. We remain engaged through life’s milestones, transitions, and opportunities, providing continuity that extends beyond individual interactions. As needs evolve, our commitment to the relationship remains steadfast—because the work may change, but the connection endures.

OUR PEOPLE SET US APART

Stronger Together. Rooted in Purpose.

Our culture draws the right fit and filters out the rest.

Waverly’s culture is both a magnet and a filter. Our values of grace, family, empathy, and community, attract advisors and clients wired for service who want a genuine, family-like community they rarely find elsewhere. Meanwhile, integrity, team, and drive naturally screen out those who don’t fit. The elegance? It’s the same culture doing both jobs. By being unapologetically clear about who we are, we draw in those who resonate and let misalignment self-select out. That’s why our people are so aligned and why our people are what set us apart.

INTENTIONAL STEWARDSHIP

Our Investment Philosophy

Waverly Advisors unites public and private markets on one platform, pairing the liquidity and global diversification of public equities and fixed income with institutional access to private equity, private credit, and real assets. Anchored by a client-first, goals-based philosophy built on discipline, diversification, and risk-awareness, we help individuals, families, and business owners protect and grow wealth across generations.

BETTER TOGETHER

Connect with the Legacy truWealth Team

SAFE AND SECURE