Waverly Advisors, LLC of Jacksonville

Waverly Advisors, LLC is a financial planner in Jacksonville, Florida. As a fee-only fiduciary, the firm provides a variety of specialized services including asset and wealth management, investment, tax, estate, and financial planning. They serve a diverse clientele through dedicated offerings such as Private Client Services, Waverly Business Services, Waverly Women, Family Office, Trust Services, and Institutional Consulting.

The firm operates under a fiduciary standard, prioritizing the best interests of their clients through an integrated approach to wealth management. Their strategy focuses on building interconnected plans that harmonize investment, tax, and estate strategies to foster sustainable growth. The team includes salaried advisors who operate without the constraints of quotas or proprietary products, supported by an in-house investment committee that directs all research and decisions. Beyond individual wealth management, the firm provides business optimization, accounting, and tax preparation for entrepreneurs and closely held business owners.

Waverly Advisors maintains well-documented business information available online, ensuring their services and expertise are easily accessible. Their digital presence is highly optimized, allowing for clear and consistent communication regarding their comprehensive financial solutions.

The firm remains dedicated to providing objective, client-first financial guidance through long-term partnerships rooted in trust and excellence in Jacksonville.

Services:

• Family Office Services
• Institutional Consulting
• Private Client Services
• Trust Services
• Waverly Business Services