Waverly Advisors, LLC

We're honored to share that Waverly Advisors has once again been recognized by Financial Advisor Magazine among the nation's leading registered investment advisory firms.

In 2026, Waverly was ranked:

#28 in Financial Advisor Magazine's America's Top 100 RIAs
#8 in Financial Advisor Magazine's Top 50 Fastest-Growing RIAs

While we're grateful for this recognition, what matters most to us is the trust our clients place in our team every day. These rankings reflect the dedication of our professionals across the country and our continued commitment to providing thoughtful advice, personalized wealth management, and exceptional client service.

Thank you to our clients, colleagues, and communities for being part of our journey.

Financial Advisor Magazine's America's Top 100 RIAs: https://waverly-advisors.com/news/fa-magazines-2026-americas-top-100-rias

Financial Advisor Magazine's Top 50 Fastest-Growing RIAs: https://waverly-advisors.com/news/fa-magazines-2026-top-50-fastest-growing-firms

FA Magazine's 2026 America's Top 100 RIAs Waverly Advisors is named among FA Magazine's 2025 America's Top 100 RIAs nationwide.

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year.
It can also be a great opportunity to revisit your 401(k) plan and make sure it’s still meeting the needs of your team.

Whether you have questions, need to make adjustments, or simply want to revisit your plan, our team is here to support you this summer and beyond.

If something has been on your mind or you would simply like to connect, do not hesitate to reach out. We are here to help keep your plans moving forward.

Learn more: https://waverly-advisors.com/services/full-service-retirement-plans/

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



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

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

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

Market volatility is inevitable, but having a disciplined investment strategy and a trusted advisor can help investors stay focused when uncertainty rises.

Thank you to one of our Advisors, Scott Collins, J.D., LL.M., for sharing his insight with us!



Learn more about our Sarasota team: https://waverly-advisors.com/offices/sarasota-fl/

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

Many retirees support charitable organizations through annual donations, religious institutions, community foundations, and causes that are important to their families. But if charitable giving is already part of your financial life, there may be another approach worth considering.

In this whitepaper, Thomas DiCesare, Wealth Advisor at Waverly Advisors, LLC, explores Qualified Charitable Distributions (QCDs) and how they may help eligible retirees align charitable giving with retirement income and tax planning.

Download the guide to learn:
🤲 What a Qualified Charitable Distribution is and how it works
❤️ How a QCD differs from taking an IRA distribution and writing a check
📋 Why some retirees use QCDs to satisfy all or part of their Required Minimum Distributions (RMDs)
🌿 How QCDs may help support charitable goals while managing taxable income in retirement

For individuals who already support charitable causes, a QCD may offer a straightforward way to integrate charitable giving into a broader retirement planning strategy.

📖 Read the full whitepaper here: https://waverly-advisors.com/insights/beyond-writing-a-check

Please see the disclosure at the bottom of the article.

It’s hard to believe we’re already halfway through the year.

Mid-year is a good time to pause and reflect, not just on what’s happened so far, but on what may have changed in your financial life over the past few months.

If something has shifted, or if you’d simply like to check in on your plan, we’re here to help.

Reach out anytime if you’d like to connect.

View important disclosures: https://waverly-advisors.com/important-disclosures

So far, 2026 has been a year that calls for steady and thoughtful decision making.

From inflation and interest rates to cash flow and investment in AI, several forces are continuing to shape financial decisions in meaningful ways, even as parts of the economy remain resilient.

A few questions worth asking now:

- Are your current plans still working for today’s environment?
- Where could a clearer picture help you make better decisions?
- Do you have enough flexibility if conditions change?

Read the full article: https://waverly-advisors.com/insights/midyear-financial-review-what-matters-now/

If you’d like to reconnect or talk through any updates, our team is here for you.

View important disclosures: https://waverly-advisors.com/services/full-service-retirement-plans/