Rooted in a deep sense of stewardship and guided by Waverly Advisors’ core values—Integrity, Family, Grace, Team, Drive, Empathy, and Community—we serve as trusted partners and advocates for the families we support. We operate with unwavering accountability, collaborative expertise, and a commitment to doing what is right, always placing family priorities and long-term impact at the center of every decision.
Waverly Family Office delivers highly personalized services designed to meet the complex financial and personal needs of ultra-high-net-worth individuals and families. Our integrated approach extends beyond traditional wealth management, thoughtfully coordinating investment management, tax planning, estate and legacy strategies, philanthropy, and administrative oversight within a single, cohesive framework.
Our mission is to simplify financial lives, preserve and grow multigenerational wealth, and help families intentionally steward their resources in ways that strengthen relationships, support meaningful causes, and sustain enduring legacies for generations to come.
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waverly Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Waverly Advisors, LLC does not prepare legal documents, nor does it sell insurance products.
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