Waverly Advisors, LLC

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.

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/

09/25/2026

NIL opportunities may provide income at a younger age than many experience—but they also come with a shorter earning window. That makes early planning especially important.

In this video, Carson Eddy, CFP® and Ben Logan, CFP® outline how athletes can approach saving with purpose and build a foundation for long-term financial stability.

Key considerations include:
• Why thinking like a business owner can shape better financial decisions
• The “save first, spend what’s left” approach
• How compounding can benefit those who start early
• The role of tax-efficient strategies in long-term planning
• Why saving in your 20s and 30s may have a lasting impact

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

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines ar...
09/25/2026

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines arrive.

At Waverly Advisors, financial planning is an ongoing process. By working closely with our clients throughout the year, we can monitor progress, adjust strategies as needs evolve, and help keep important financial decisions on track.

Rather than waiting until year-end to review investments, retirement contributions, tax strategies, or income planning, ongoing guidance can help create a more proactive and coordinated approach.

Looking for financial guidance that goes beyond a once-a-year check-in? Contact us today to learn how Waverly Advisors can help.



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

Waverly Advisors is proud to once again be recognized by Barron’s, this year ranking #27 on its 2026 Top 100 RIA Firms ...
09/24/2026

Waverly Advisors is proud to once again be recognized by Barron’s, this year ranking #27 on its 2026 Top 100 RIA Firms list, which recognizes some of the nation’s largest registered investment advisor firms.

This recognition comes during a period of substantial growth for Waverly and reflects the dedication of our colleagues across the firm, whose commitment to clients, collaboration, and long-term thinking continues to shape that growth.

We are grateful to the people across Waverly whose hard work and shared values support our continued momentum, as well as to the clients and communities we are honored to serve.

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

Waverly did not pay a fee for inclusion in the Barron’s 2026 Top 100 RIA Firms rankings, but did purchase rights to reprint and utilize the ranking and logo.

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

09/22/2026

The economic picture continues to evolve as 2026 enters its final stretch, with persistent inflation, higher interest rates, and geopolitical uncertainty balanced by strong economic growth, job creation, and corporate earnings.

In this latest update, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, discusses several of the key developments influencing the markets and economy. He reviews the Federal Reserve’s first interest rate hike since 2023, the recent rise in Treasury yields, and what higher borrowing costs could mean for consumers and the broader economy. John also discusses the continued impact of the U.S.-Iran conflict on energy prices and inflation.

John also shares his perspective on recent GDP and employment data, corporate earnings growth, broad-based equity market performance, and the upcoming midterm elections as investors look toward the remainder of 2026 and beyond.

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

Year-end may still feel a few months away, but now can be a great time to start thinking ahead. Taking a proactive look ...
09/22/2026

Year-end may still feel a few months away, but now can be a great time to start thinking ahead. Taking a proactive look at your financial plan can give you more time to evaluate opportunities, make thoughtful decisions, and prepare for the year ahead.

From retirement contributions and old accounts to cash savings, gifting strategies, beneficiary designations, and more, there are several areas worth reviewing before the year-end rush.

Swipe to explore a few financial planning considerations to keep on your radar.



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

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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