Waverly Advisors, LLC of Merrillville

Waverly Advisors, LLC is a wealth management firm in Merrillville, Indiana. Operating as a fee-only fiduciary, the firm provides a wide range of specialized services including asset and wealth management, investment, tax, estate, and financial planning. Their expertise extends to private client services, business services, trust services, family office management, and institutional consulting, as well as specialized offerings such as Waverly Women.

The firm focuses on building interconnected investment strategies that promote sustainable growth through integrated financial plans. Their approach includes a disciplined, data-driven method of investing, utilizing an in-house investment committee to direct all research and decisions. Portfolios are customized for each client and may consist of traditional asset classes like equity and fixed income, alongside nontraditional alternatives. The team provides comprehensive support for entrepreneurs, business owners, and high-performing families, with a particular emphasis on managing the complexities of tax strategies, accounting, and business optimization.

The office is located on E 90th Dr, near Broadway and a short drive from the Methodist Hospitals - Southlake Campus and Pinnacle Hospital.

Waverly Advisors is known for its commitment to a client-first philosophy, operating under a fiduciary standard to ensure all decisions are made in the best interests of those they serve. The firm is recognized for its collaborative culture and its ability to provide specialized, professional guidance through a dedicated team of advisors.

Waverly Advisors, LLC provides dedicated, fiduciary-standard wealth management and financial planning to the Merrillville community.