Articles from Waverly Advisors

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Dickinson Investment Advisors (“Dickinson”), an investment advisory firm in Council Bluffs, Iowa. This partnership expands Waverly's reach into new markets across Iowa.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Planning Capital Management Corp. (“Planning Capital”), an investment advisory firm headquartered in Paoli, Pennsylvania. This partnership establishes Waverly’s presence in the greater Philadelphia area.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Buckingham Advisors, (“Buckingham”), an investment advisory firm headquartered in Dayton, Ohio. The partnership marks Waverly’s second acquisition in Ohio since the acquisition of 9258 Wealth Management last month and adds 4 locations to Waverly’s growing footprint nationwide.

Waverly Advisors (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Sandifer Wealth Management (“SWM”), a Mobile, AL, fee-only RIA. This acquisition highlights Waverly’s continuous growth trajectory in 2022, expanding their footprint in the Southeast.