Waverly Advisors

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $13.2 Billion as of 09.27.2024 and is an independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team of 180-plus team members who hold many of the industry’s most prestigious credentials.