![waverly-white-logo](https://wealthpcg.com/wp-content/uploads/2023/06/waverly-white-logo.png)
A Birmingham, Alabama-based independent wealth management firm with a CPA heritage, a strong Southeast regional presence and commitment to client relationships.
$12B
Client Assets (AUA)
55%
Compound Annual
Growth Rate*
170+
Professionals & Staff
Mergers & Acquisitions
Waverly is uniquely positioned as the destination of choice for successful advisors who seek to join a leading wealth management firm who want to better serve clients and grow their business.
Leadership
![](https://wealthpcg.com/wp-content/uploads/2023/09/Revised_Waverly_Hedcut_8.png)
Leadership
“Our mission is to serve: serve our clients, each other and our communities. Service forms the foundation for our exponential growth; it drives us to be better every day. It underscores our complete commitment to be a fee-only fiduciary, always acting in the best interests of our clients.”
– Josh Reidinger, CEO and Justin Russell, President
Core Client Offerings
![planning-white-2](https://wealthpcg.com/wp-content/uploads/2023/07/planning-white-2.png)
Planning
Experts in retirement, estate, tax and family office planning
![investment-white-1](https://wealthpcg.com/wp-content/uploads/2023/07/investment-white-1-1.png)
Investment Management
Best-in-class traditional and alternative investment offerings
![retirement-white-1](https://wealthpcg.com/wp-content/uploads/2023/07/retirement-white-1-1.png)
Retirement Plan Services
Highly skilled in investments, recordkeeping and administration
Locations
Accolades
News & Press
Get In Touch
Peter Wheatley
Senior Associate
peter.wheatley@wealthpcg.com
Phone
561-838-7239
![Pete_Wheatley](https://wealthpcg.com/wp-content/uploads/2023/08/Pete_Wheatley.jpg)
![Waverly-logo-2-1-980x397](https://wealthpcg.com/wp-content/uploads/2023/07/mai-logo-2-1.png)
More From Waverly
Serving clients and colleagues with integrity and grace is at the core of what drives Waverly. For more information: