Waverly Advisors is a wealth management firm in Jacksonville, FL, serving individuals, families, executives, business owners, and organizations across Northeast Florida. Our Jacksonville office provides wealth management, comprehensive financial planning, corporate retirement plans, institutional consulting, Waverly Women, trust services, family office services, and business services. Our approachable, collaborative, and relationship-driven team is grounded in Waverly's core value of empathy and the belief that great financial advice starts with understanding people's lives. Proud to live and work in Northeast Florida, we serve this community with warmth, care, and long-term dedication to the families who call it home.
