Rooted in Connection. Guided by Values.
Wealth management designed for what matters most, your family, your legacy, your goals.
A Partner for what matters most
Sophisticated Wealth Simplified
At Waverly Advisors, serving others is at the heart of what we do. We bring together investment management, financial planning, tax strategy, and estate planning to help clients make thoughtful decisions with greater clarity and confidence.
What Sets Waverly Apart
Waverly Advisors combines the personal, relationship-driven experience of a boutique family office with the depth and capabilities of a comprehensive wealth management firm. For individuals, families, and business owners, our advisors work as one coordinated team, bringing shared insight and perspective to the decisions that shape your financial life.
$35.6B
Assets Under Management as of 7.27.2026
480+
Dedicated Team Members Ready To Serve You
53
Locations Across 20 States Serving Key Markets Nationwide
our services
Where Strategy Meets
Stewardship
Wealth Management
Wealth Management
Comprehensive Financial Planning
Comprehensive Financial Planning
A unified, fee-only wealth management solution combining proactive tax strategy, estate architecture, and disciplined investment management tailored strictly to your individual goals.
Corporate Retirement Plans
Corporate Retirement Plans
Institutional-grade retirement solutions delivered through flexible advisory models and our turnkey 401(k) Complete platform to minimize employer burdens and optimize participant outcomes.
Institutional Consulting
Institutional Consulting
Sophisticated governance oversight, investment policy analysis, and specialized cash management designed to protect assets and minimize risk for endowments, foundations, and non-profits.
Waverly Women
Waverly Women
A specialized offering led by women advisors that combines financial, tax, and estate planning into a tailored service bundle designed to empower, engage, and equip female investors.
TRUST SERVICES
Trust Services
Fiduciary asset protection and professional trust administration engineered to manage day-to-day compliance, secure wealth transfer, and fulfill multi-generational family intentions.
Family Office
Family Office
Bespoke financial frameworks coordinating asset oversight, advanced estate architecture, tax mitigation, and risk management to preserve lasting multi-generational wealth for the ultra-high-net-worth.
Waverly Business Services
Waverly Business Services
A comprehensive blend of tax strategy, professional accounting, and business optimization designed to help enterprise owners protect value and drive growth.
Cities we serve
Footprint & Cities
Company insights
Latest News & Financial Insights
Intentional Stewardship
Our Investment Philosophy
Reach out to our Team
Learn more about our full range of investment management services and how we can support your financial planning needs.
Waverly Quarterly Review & Market Outlook Q2 2026
In this video from Clay McDaniel, CFA®, Partner, Chief Investment Officer at Waverly Advisors, LLC, he discusses key takeaways from…