Waverly Advisors Acquires Wall Advisors
Wall Advisors, Inc. (“Wall Advisors”) has been acquired by Waverly Advisors as of December 2, 2022.
Moving forward, you will come to know the Waverly Advisors team as an extension of our own. Waverly Advisors and Wall Advisors share a similar heritage, aligned with well-known and widely-respected CPA firms, and 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.
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 Wall Advisors’ core values align with our own, making this merger feel more like a natural progression for all parties involved, including our clients. We are thrilled to welcome the talented Wall Advisors team to Waverly, as we forge even further growth in 2023.”
Our New Team
We will leverage the combined teams’ financial planning and wealth management insights, complementary skill sets and respective areas of specialization to provide our clients, advisors and support staff with an enhanced experience. Together, we are charting a clear path forward for growth and new opportunities for clients and team members alike.
Our goal is to continue to do our utmost in serving the many facets of your financial life, while always putting you, our client, first.
We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out to your advisor should you have any questions.
Your Trusted Advisors
Lee Wall – Lee.Wall@Waverly-Advisors.com
Chris McGarvey – Chris.McGarvey@Waverly-Advisors.com
Thomas DiCesare – Thomas.DiCesare@Waverly-Advisors.com
Marley Freeman – Marley.Freeman@Waverly-Advisors.com
We look forward to this new chapter in joining Waverly Advisors.
A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.