Phone Number
850.435.7400
Location
36474C Emerald Coast Pkwy #3301,
Destin, FL 32541
Get in Touch to Learn More
At Waverly Advisors, our financial planners and wealth management professionals are dedicated to customizing our services to meet our clients’ needs in Walton County, FL.
As an established Walton County wealth management firm, Waverly Advisors is well versed in providing tailored wealth management and financial planning services for our clients. From asset management, retirement planning and estate planning services to institutional investment consulting services, our team customizes our clients’ financial plans to help them meet their specific needs and goals. Our team understands that wealth management is much more than numbers; it’s about partnering with our clients to help them achieve their goals and protect their financial future.
Below, we have provided the answers to some questions that you may have as you seek to find the right fit with a Walton County asset management company. We hope that in reviewing the information we have provided; you’ll see firsthand our team’s commitment to our clients and our dedication to seeing their personal and financial goals become reality.
To learn more about our people, our services or how we can help you thrive, please contact us.
Dynamic Financial Planning Services
All of our financial advisors serving Walton County understand that financial planning is a dynamic process that evolves as your goals or life circumstances change. We walk alongside you and help you navigate changes that may affect your financial picture.
Comprehensive Financial Planning Services
A comprehensive financial planning approach means we take into consideration both your personal and financial objectives, and we partner with you on many factors that impact your financial position and future goals, such as investment management, tax and estate planning, retirement planning and other financial factors that could possibly impact your financial planning strategies.
Client-Centered Financial Planning Services
All of Waverly Advisor’s wealth management and financial planning services are designed with each individual client in mind. Our certified financial planners and investment advisors serving Walton County understand that the best way to provide effective wealth management services is to get to know our clients and their comprehensive financial picture, so we can then understand their goals. We seek to help our clients thrive and accomplish more of what is important to them.
With one team, you could protect your wealth through comprehensive planning and risk management, make an impact through philanthropy planning, live life to the fullest with a personal team behind you, and leave a legacy through family education, as well as estate and succession planning. Family office services offered by Waverly Advisors include:
The best academic institutions, religious foundations and community grant makers have a noble purpose, clear charter, passionate leadership and a trusted advisor to ensure their ongoing strength. Institutional consulting services offered by Waverly Advisors include:
Led by our women advisors, Women’s Wealth Connection combines the expertise of our financial, investment, tax and estate planning service areas into a specialized bundle of services just for women. Services offered:
Our comprehensive approach for high-net-worth clients blends investment management with tax, estate and financial planning services. Private client services offered by Waverly Advisors include:
401(k) Complete is a unique, comprehensive retirement plan solution for Walton County customers that includes recordkeeping/administration services and investment management all under one retirement plan umbrella. 401(k) Complete provides a spectrum of business retirement plan needs, including:
To learn more about the services we offer or to get in touch with one of our advisors, call us at 850.435.7400 or visit our Contact Us page.
Disclosure: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Waverly Advisor’s current written disclosure brochure discussing our advisory services and fees is available upon request.
Yes. Because Waverly Advisors is a Registered Investment Advisory (RIA) firm, our certified financial planners serving Walton County are fee-only financial advisors. They operate free from quotas and do not sell investment or proprietary products, so you can be sure that they are working in your best interests. We believe that our advisors’ position as fee-only financial advisors allows them to provide the most objective advice and insight to our clients.
Working with our team of investment advisors provides ongoing awareness of the possibilities for each investment in terms of calculating the risks and returns for each type.
Each of Waverly Advisor’s investment management clients has a portfolio of investments customized to match their respective goals and risk comfort levels. For the most part, our investment advisors suggest building a diverse portfolio. This type of strategy reduces risk while improving chances of steady returns.
Our aim is to help our clients get optimal value while staying within their risk level comfort zone.
Waverly Advisor’s team holds credentials including certified financial planners and certified public accountants. Our Walton County team members are also actively involved in many service organizations throughout our community.
To learn about the asset management professionals and certified financial planners, please click here.
Let’s explore how Waverly Advisor’s financial planners and investment advisors in Walton County can help you thrive. Call our wealth management team at 850.435.7400 or contact us for a complimentary assessment.
Learn more about our Walton County team members' expertise, insights and how we can help you thrive.