DERBEND

Waverly Advisors is always looking for talented people to join our growing team... To help take our organization to the next level, expanding on the wealth of services we provide, we have partnered with a firm that shares our values, and we found that in Waverly. At the core of both Waverly and Derbend is a shared dedication to prioritizing you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning and data-driven investment management. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor... Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $15.5 Billion in assets under management as of 11.08.2024 and is an independent Registered Investment Advisor (RIA). Waverly Advisors..

Also known as: Waverly Advisors, Waverly Advisors, LLC

Primary location: Lebanon United States