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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Featured Resources
Quarterly Review & Market Outlook – 1st Quarter 2024
April 15, 2024
Waverly Advisors Acquires McShane Partners
April 9, 2024
Waverly M&A Marks $10 Billion AUM Milestone
March 5, 2024
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BackLatest Insights
Quarterly Review & Market Outlook – 1st Quarter 2024
Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on April 15, 2024
New Year. New You?
Written by Laura Baker, CFP® on February 16, 2024
2024 Social Security and Medicare Changes: What to Know
Written by Gavin Gillison, CFP® on February 16, 2024
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BackRecent News
Waverly Advisors Acquires McShane Partners
April 9, 2024
Waverly M&A Marks $10 Billion AUM Milestone
March 5, 2024
Waverly Advisors Acquires StrategIQ Financial Group
January 3, 2024
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Welcome to Waverly Advisors

Why the name Waverly? Waverly is defined as a meadow of quaking aspen trees. Aspens are unique for a few reasons. First, they are the most widely spread tree in North America...

Waverly Advisors Acquires McShane Partners

“The acquisition of McShane speaks to Waverly’s commitment to delivering comprehensive, client-centric wealth and investment management services, while expanding the firm’s resources and infrastructure to new geographies.,” said Mac Selverian, WPCG Principal.

First Quarter Market Update

As the first quarter comes to a close, we wanted to share our Quarterly Review & Market Update with you. Put together by our in-house Investment Committee, this commentary allows you to remain informed about the trends, impacts and influences the markets have experienced over the last three months.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $11.3 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials**.

$11.3 BILLION – Advising on assets in excess of $11.3 Billion as of 04.05.2024

150+ TEAM MEMBERS – Across 19 locations in 9 states of the U.S.

17+ CREDENTIALS – Including CPA, CFP®, CFA®, CIMA and AWMA among others**

**See Important Disclosure

As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.

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