Founded in 1999, Waverly Advisors, LLC is a wealth management firm that offers integrated services including investment management, financial planning, family office services, and institutional consulting. The firm has grown significantly through strategic mergers and acquisitions, including a notable 2021 merger with BT Wealth Management. Waverly's mission is to provide collaborative, team-based financial advice and services, primarily catering to high-net-worth individuals, families, and organizations across the United States.

Founded in

United States