Waverly Advisors, LLC

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Waverly Advisors, LLC Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. At Waverly, we listen. All rights reserved.

Our passion drives us, integrity guides us, and earning your trust is central to our mission. For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice. As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest. Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours. While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence. Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission.

©2025 Waverly Advisors, LLC.

Building your savings doesn’t always require major lifestyle changes. A few consistent habits can make a meaningful diff...
10/15/2026

Building your savings doesn’t always require major lifestyle changes. A few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your savings:

🔹 Automate your savings. Direct a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.
🔹 Plan for predictable expenses. Set aside funds for taxes, annual bills or other recurring costs so you’re prepared when they're due.
🔹 Review your spending. Look for unnecessary expenses that may be slowing progress toward your goals.
🔹 Check in regularly. Reviewing your savings, investments and overall financial picture can help you stay focused and adjust when needed.
🔹 Set specific goals. Clear short and long-term savings goals can make it easier to stay motivated and track your progress.

Everyone’s financial journey looks different, but building consistent saving habits can be an important step toward your goals. If you’d like help creating a strategy that fits your financial picture, our team is here to help.



Important disclosure: https://waverly-advisors.com/otherimportantdisclosure

Waverly Advisors is pleased to announce the acquisition of MCS Family Wealth Advisors, a wealth management firm with off...
10/13/2026

Waverly Advisors is pleased to announce the acquisition of MCS Family Wealth Advisors, a wealth management firm with offices in Bend and Eugene, Oregon.

Founded in 1991, MCS has built a strong reputation for providing disciplined wealth management and personalized financial advice to high-net-worth individuals and families. Michael Stalker and Jeff Yamada will join Waverly as Partners and Wealth Advisors, continuing to serve clients while gaining access to Waverly’s broader planning, investment, tax and estate resources.

This acquisition further strengthens Waverly’s presence in Oregon and the Pacific Northwest as we continue to grow alongside firms that share our commitment to thoughtful advice and exceptional client service.

View Full Announcement Here: https://www.businesswire.com/news/home/20261013485586/en/Waverly-Advisors-Acquires-MCS-Family-Wealth-Advisors

View Important Disclosure here: https://waverly-advisors.com/disclosure/

Financial planning is about more than numbers. It is about building trusted relationships and helping people navigate th...
10/13/2026

Financial planning is about more than numbers. It is about building trusted relationships and helping people navigate the moments that matter most.

Thank you to one of our Partners and Wealth Advisors, Lorri Tomlin, FPQP®, for sharing her perspective on the importance of putting clients first and the privilege of helping individuals and families work toward their goals, both today and in the future.



Important disclosure: https://waverly-advisors.com/otherimportantdisclosure

10/09/2026

Is your tax strategy focused on this year or your lifetime?

In this video, Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor and Director of Financial Planning at Waverly Advisors, LLC, discusses why effective tax planning goes beyond preparing an annual tax return. A thoughtful, long-term approach may help support your financial goals and influence your lifetime tax picture.

She explains how strategies such as Roth conversions, charitable planning, equity compensation decisions, and business sale planning can work together within a comprehensive financial plan, helping you make more informed decisions over time.

For important disclosures, please visit: https://waverly-advisors.com/disclosure

We have been writing for some time about the gravity-warping spending plans of tech CEOs and how much AI has changed the...
10/08/2026

We have been writing for some time about the gravity-warping spending plans of tech CEOs and how much AI has changed the composition of equity indexes since ChatGPT was released.

The AI impact spread to bond markets in the third quarter as the 10-year Treasury yield rose 0.8% to 5.3%, its highest level since 2002. Even so, global stocks held up well. The MSCI World Index rose 1.9%, while the S&P 500 gained 2.3% and closed near all-time highs.

We see little mystery in why rates have increased nor why investors are okay with it. The US has an investment-led economy with companies, consumers, and government all playing offense, pushing growth toward the limits of available resources. Real GDP has grown steadily, while inflation remains stubbornly high amid supply shocks from COVID, Ukraine, tariffs, and now Iran. The Fed patiently looked through war and tariffs, but Q2 earnings and a stronger jobs report were enough to warrant a September rate hike.

Until recently, AI demand could absorb idle power and unemployed workers without impacting other sectors, but we are entering an era of tradeoffs. There is no more excess power, labor, or high-bandwidth memory lying around. More AI spending may require slowing demand elsewhere.

The market environment does not favor large, concentrated bets. Company-specific risk is extraordinary as investors shift among perceived AI winners and losers. Quality assets outside of technology are increasingly ignored. Thoughtful diversification can capture both opportunities with greater resilience.

Thoughtful is not a throwaway adjective. The AI infrastructure buildout, and its appetite for capital, is warping every asset class. We think investors should try to capture the upside of AI dynamism. We also think that diversification requires care and purpose, or else they may find they are taking the same risk, in different forms, across the rest of their portfolio.

Click here to read the 2026 Third Quarter Market & Economic Review: https://waverly-advisors.com/insights/third-quarter-market-economic-review/

Please see important disclosures at the bottom of the article.

Waverly Advisors congratulates Larry Hood, ChFC®, Partner, Regional Director, Wealth Advisor, on being named to Barron’s...
10/07/2026

Waverly Advisors congratulates Larry Hood, ChFC®, Partner, Regional Director, Wealth Advisor, on being named to Barron’s 2026 Top 100 Independent Advisors list for the 12th consecutive year!

This national recognition highlights independent financial advisors across the country and reflects factors including assets overseen, revenue generated for their firms, and the quality of their practices.

Larry was also inducted into the Barron’s Advisor Hall of Fame in 2024, recognizing his longstanding presence among Barron’s top-ranked financial advisors.

For more information, click here: https://waverly-advisors.com/insights/barrons-2026-top-100-independent-advisors/

Waverly paid no compensation for inclusion in the Barron’s 2026 Top 100 Independent Advisors rankings.

Please read important disclosure here: https://waverly-advisors.com/disclosure/

Fall is here, and with the end of the year quickly approaching, it’s a good time to check in on your financial plans and...
10/06/2026

Fall is here, and with the end of the year quickly approaching, it’s a good time to check in on your financial plans and priorities.

Whether you have questions, are preparing for a change or simply want to make sure you’re on track, our team is here to provide guidance and support for what’s ahead.

We’re here when you need us.




Important disclosure: https://waverly-advisors.com/otherimportantdisclosure

Financial planning doesn’t have to start with a perfect plan. Sometimes, the most important step is simply getting start...
10/01/2026

Financial planning doesn’t have to start with a perfect plan. Sometimes, the most important step is simply getting started.

Thank you to one of our Wealth Advisors, Paul Larkin, for sharing his perspective on building financial habits over time. By starting with an amount that feels manageable and adjusting as circumstances change, you can create a realistic approach designed to grow with you.



Learn more about our Council Bluffs, IA team: https://waverly-advisors.com/offices/council-bluffs-ia/

For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure

Building an investment portfolio is about more than choosing individual stocks or funds. The way assets are divided amon...
10/01/2026

Building an investment portfolio is about more than choosing individual stocks or funds. The way assets are divided among stocks, bonds, cash, and other investments can play an important role in balancing growth, income, liquidity, and risk over time.

In this guide, Waverly Advisors explores how asset allocation fits into a broader financial plan and why the right investment mix depends on more than market conditions alone.

Read the guide to learn:
📊 What asset allocation is and why it matters — Understand how different asset classes can serve different roles within a portfolio.
🧭 How financial goals shape investment decisions — See how retirement timing, income needs, taxes, liquidity, and other priorities can influence portfolio structure.
⚖️ How risk, time horizon, and diversification work together — Learn why there is no single allocation that is appropriate for every investor.
🔄 Why portfolios may need to change over time — Explore how market movements and changing financial circumstances can affect an investment strategy.

A thoughtful asset allocation can help connect investment decisions with the broader financial plan and provide a framework for staying focused on long-term goals.

📖 Read the full whitepaper here: https://waverly-advisors.com/insights/building-a-better-portfolio/

Please see the disclosure at the bottom of the article.

Waverly Advisors is proud to welcome Heartwood Wealth Advisors, expanding our presence in Richmond and strengthening our...
09/29/2026

Waverly Advisors is proud to welcome Heartwood Wealth Advisors, expanding our presence in Richmond and strengthening our ability to serve individuals, families and business owners throughout Virginia.

Since 2013, Heartwood has built its reputation on personalized advice, collaboration, and transparency. Now, its experienced team joins Waverly, bringing together two firms with a shared commitment to strong client relationships, thoughtful guidance and long-term stewardship.

Together, we look forward to building on that foundation and continuing to serve clients with the personal attention they value and the broader resources of Waverly Advisors.

View Full Announcement Here: https://www.businesswire.com/news/home/20260929250872/en/Waverly-Advisors-Acquires-Heartwood-Wealth-Advisors

View Important Disclosure here: https://waverly-advisors.com/disclosure/

Address

600 University Park Place, #501
Birmingham, AL
35209

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+12058713334

Website

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