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Waverly Advisors


Investments & Financial Planning

About Us

Waverly Advisors is a fee-only financial planning and investment advisory firm. Offering personal wealth management, family office, retirement plan, and institutional consulting services, Waverly Advisors advises on assets in excess of $5.5 Billion as of 12.31.22 and is an independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate, and financial planning services, through a team of 80-plus team members who hold many of the industry’s most prestigious credentials.