Business Details
27 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At Waverly Advisors, we are committed to delivering objective, client-first financial guidance rooted in trust. Founded in 1999, our firm operates under a fiduciary standard, prioritizing our clients' best interests in every decision. With over $25.1 billion in assets under management, we offer comprehensive wealth management solutions, including investment management, tax planning, estate planning, and retirement strategies. Our team of 330+ professionals holds prestigious credentials such as CFP, CFA, and CPA, ensuring expertise across all services. We foster strong relationships built on integrity and empathy, treating clients and team members like family.Our nationwide presence across 42 offices allows us to serve private clients, families, institutions, and businesses with personalized attention. Through strategic partnerships and a focus on innovation, we provide tailored financial plans that align with individual and corporate goals. Our commitment to transparency, education, and community impact defines our culture and drives our success. We continuously evolve to meet the dynamic needs of our clients while maintaining the values that have guided us since our inception.
Services
Private Client Services
Family Office
Corporate Retirement Plans
Institutional Consulting
Waverly Business Services
Details
- Year established: 1999
Highlights and features
- We operate under a fiduciary standard, prioritizing clients' interests above all.
- Our team includes 330+ professionals with credentials like CFP, CFA, and CPA.
- We offer tailored wealth management solutions for private clients and institutions.
- We maintain a nationwide presence with 42 office locations across 18 states.
- Our commitment to education and transparency ensures informed financial decisions.
Services
Private Client Services
Our Private Client Services blend investment management, tax planning, estate strategies, and financial planning to create customized solutions. We focus on long-term growth, risk management, and personalized attention, ensuring alignment with individual goals. Clients benefit from salaried advisors free from quotas and proprietary products, supported by an in-house investment committee.
Family Office
The Family Office service manages investment portfolios, estate planning, and generational wealth transfer for ultra-high-net-worth families. We coordinate accounting, tax compliance, and philanthropy planning while emphasizing family values and legacy preservation through education and mission-driven strategies.
Corporate Retirement Plans
We offer fiduciary-level retirement plan services, including 3(38) investment management and plan administration. Our solutions streamline compliance, optimize investment lineups, and enhance employee engagement through education and risk-based portfolio rebalancing tailored to business needs.
Institutional Consulting
Institutional Consulting provides investment policy reviews, asset allocation, and governance support for foundations and endowments. We focus on minimizing expenses, optimizing liquidity, and delivering performance reporting aligned with institutional missions and long-term sustainability goals.
Waverly Business Services
This service combines tax planning, accounting, and business optimization for entrepreneurs. We offer QuickBooks consulting, entity selection, succession planning, and retirement plan services, ensuring alignment between personal and business financial objectives through collaborative advisory support.
People
Justin T. Russell
Partner, President & CEO
Justin T. Russell leads Waverly Advisors as President & CEO, bringing extensive experience in wealth management and strategic growth. He oversees the firm's vision and operations, ensuring adherence to fiduciary principles and client-centric service.
Justin Snell
Partner, Chief Operating Officer
Justin Snell serves as Chief Operating Officer, managing day-to-day operations and client relationships. His focus on efficiency and service excellence ensures seamless delivery of Waverly's comprehensive financial solutions.
James R. Lazenby
Partner, Chief Financial Officer
James R. Lazenby oversees financial strategy and compliance at Waverly Advisors. With expertise in accounting and finance, he ensures fiscal integrity and sustainable growth aligned with client and organizational goals.
Clay McDaniel
Partner, Chief Investment Officer
Clay McDaniel directs investment strategy as Chief Investment Officer, leveraging deep market expertise to curate portfolios that balance risk and return for institutional and individual clients.
Melanie Nichols
Partner, Regional Director
Melanie Nichols provides strategic leadership as a Regional Director, combining CFA and CFP credentials to guide clients in wealth planning, investment management, and community-focused financial solutions.
Questions
What services does Waverly Advisors offer?
We provide private client wealth management, family office solutions, corporate retirement plans, institutional consulting, and business advisory services tailored to individual and organizational needs.
Are you a fiduciary financial advisor?
Yes, as a fee-only Registered Investment Adviser, we operate under a fiduciary standard, always prioritizing clients' interests in investment and planning decisions.
How do you support institutional clients?
We offer endowment management, investment policy analysis, and governance reviews to academic institutions, foundations, and grantmakers through customized, risk-aware strategies.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Certified Public Accountants (CPA), and specialists with 17+ industry certifications.
Can I access my investment portfolio online?
Clients receive a customized Wealth Management Dashboard with quarterly performance reporting, net-of-fee returns, and benchmark comparisons for transparent portfolio oversight.
How do you approach retirement planning?
Our 3(38) fiduciary retirement plans include investment management, compliance support, and employee education to optimize outcomes for businesses and plan participants.
