Waverly Advisors, LLC

Balancing college funding with long-term retirement goals requires careful strategy. Explore tax-advantaged savings vehicles, cash flow planning, and integrated approaches. https://lnkd.in/gdU-7NNr See website for important disclosure. #wealthmanagement #waverlyadvisors #retirementplanning #TaxPlanning #FinancialStrategy #EstatePlanning #financialplanning #Investing #charitablegiving #philanthropy #education #educationplanning #highereducation

Thinking about relocating? For many individuals and families, moving from a high tax state to a low or no tax state isn’t just about lifestyle—it’s about strategy. In this new whitepaper, Richard Bell Jr, CKA®, Partner, Regional Director, Wealth Advisor at Waverly Advisors, LLC, explores the financial, legal, and lifestyle considerations that come with changing residency. ✅ The income, capital gains, and estate tax advantages some states offer ✅ How lifestyle and business climates may align with financial goals ✅ Why retirees, business owners, and high-income earners often benefit most ✅ The legal complexities of establishing domicile—and avoiding costly mistakes ✅ Real-life case studies that illustrate opportunities and challenges Relocation can create both opportunities and risks. Before you make a move, learn what it could mean for your wealth, your family, and your future. 👉 Read the Whitepaper Here: https://lnkd.in/gbkjHApz See whitepaper for disclosure. #FinancialPlanning #TaxStrategy #WealthPlanning #EstatePlanning #RetirementPlanning #HighNetWorth #RelocationPlanning #WaverlyAdvisors

As a 401(k) plan sponsor, you have a responsibility to act in your employees' best interests. While some providers can take on specific fiduciary duties, it's ultimately your responsibility to select and monitor them carefully. Understanding these obligations is key to protecting your business and employees. Waverly Advisors offers expert guidance to help you navigate fiduciary requirements with confidence. Contact us to learn more. View Important Disclosure Here. https://lnkd.in/gG_AqKty #retirementplanning #investmentmanagement #Investing #estateplanning #wealthmanagement #waverlyadvisors #401k #fiduciary

Physicians and healthcare professionals dedicate their lives to patient care — but when it comes to their own financial health, many don’t know what to ask or where to start. In this new guide, Wesley Martin, CFP®, Associate Wealth Advisor at Waverly Advisors, LLC, highlights some of the most important areas to consider as your career and wealth grow. 🩺 Managing income and avoiding lifestyle traps 🩺 Making the most of tax-efficient savings strategies 🩺 Protecting your family and future from unexpected risks 🩺 Planning for career shifts, practice ownership, and new opportunities 🩺 Building long-term security while enjoying the rewards of your hard work These are just some of the topics this guide will help you think through — and the right questions may be the first step toward a stronger financial future. 👉 Download Your Copy Here: https://lnkd.in/gxSvSW_z See the guide for disclosure. #retirementplanning #investmentmanagement #Investing #EstatePlanning #wealthmanagement #waverlyadvisors #physicians

Waverly Advisors, LLC is delighted to announce our new partnership with Brass Tax Wealth Management, located in Blue Ash, OH. This partnership supports Waverly's growth strategy in the Ohio market and further strengthens the firm's expanding regional presence. View Full Announcement Here: https://lnkd.in/eXY2Q697 Please see the disclosure at the bottom of the announcement. #retirementplanning #investmentmanagement #Investing #estateplanning #wealthmanagement #waverlyadvisors #FinancialPlanning

From Founder to Partner: Lessons From 25 Years of Guiding Clients Through Pivotal Decisions What does it take to guide clients with clarity through life’s pivotal financial decisions? In this new podcast episode, James A. Werner, CFP®, Partner, Wealth Advisor at Waverly Advisors, LLC, shares insights drawn from more than 25 years in wealth management and his experience co-founding Silicon Hills Wealth Management before its acquisition by Waverly Advisors. In the episode, James discusses how he maintains his process of emphasizing the two-way transfer of knowledge between planner and client—an evolving dynamic that ensures financial strategies align with individual values and goals. He also reflects on key lessons learned from merging his company into a larger firm and champions the role of community in financial planning, highlighting how strong connections and shared values can shape outcomes. Investment advisory services offered through Waverly Advisors, LLC, an SEC-registered investment adviser. 👉 Click here to listen to the podcast: https://lnkd.in/gwhqNN5R #retirementplanning #investmentmanagement #Investing #EstatePlanning #wealthmanagement #waverlyadvisors #FinancialPlanning #RegisteredInvestmentAdvisor #LegacyPlanning #WealthStrategy

Building a diversified portfolio is a strategic way to manage risk while pursuing long-term returns. While individual goals and risk tolerance vary, diversification remains a core principle for potential, risk-adjusted performance over time. Contact us to explore strategies tailored to your needs today. View Important Disclosure Here. https://lnkd.in/gG_AqKty #retirementplanning #investmentmanagement #Investing #estateplanning #wealthmanagement #waverlyadvisors #investmentdiversification #InvestmentDiversification

We’re honored to share that Waverly Advisors has been recognized by Financial Advisor Magazine in its 2025 America’s Top RIA Survey & Rankings, named among the Top 100 RIA firms nationwide and one of the Top 50 fastest growing firms in the country. This achievement reflects the dedication of our incredible Waverly team and the trust our clients place in us every day. Thank you for being part of our journey! View full Awards and Rankings here:   https://lnkd.in/eYrAcxhD  https://lnkd.in/eWKat8Gn View Important Disclosure here: https://lnkd.in/gG_AqKty #WaverlyAdvisors #RIA #RegisteredInvestmentAdvisor #FinancialAdvisorMagazine #TopRIA #FastestGrowing #WealthManagement #FinancialPlanning #Fiduciary #TeamWaverly 

Healthcare can become one of the largest expenses in retirement. Planning ahead with strategies for HSAs, insurance, and tax-efficient withdrawals can help you better prepare. https://lnkd.in/gdU-7NNr See website for important disclosure. #wealthmanagement #waverlyadvisors #retirementplanning #TaxPlanning #FinancialStrategy #EstatePlanning #financialplanning #Investing #charitablegiving #philanthropy