Waverly Advisors

A Birmingham, Alabama -based independent wealth management firm with a strong Southeast regional presence and commitment to client relationships.

$5.7B

Client Assets (AUA)

9

Office Locations

80+

Professionals & Staff

Mergers & Acquisitions

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Leadership

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– John Merresh, Manager of Department

Core Client Offerings

Solution #1

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Schedule A Call

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Schedule A Call

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Our Locations

Reston, VA

2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management

Reston, VA

2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management

Reston, VA

2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management

Reston, VA

2022 - Prime Investment Group
2021 - Investment Planning Assoc.
2021 - Geier Asset Management

Accolades

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News & Press

Waverly Advisors Acquires Prosper Financial Advisers
Press Release

Get In Touch

Mac Selverian

Sales Rep.

Email

mac.selverian@wealthpcg.com

Phone

561-567-8160

More From Waverly

Serving clients and colleagues with integrity and grace is at the core of what drives Waverly. For more detail, check out their website!