Categories
Financial Services
About Us
At Waverly, we have been making the complex simple since 1999. Our Firm offers comprehensive investment management and financial planning services that are grounded in strong personal relationships, a disciplined approach and independent advice. Whether you are looking to develop a plan to achieve more or are nearing retirement and need a plan for living out the dreams you’ve worked so hard to build, we’re here for you.
For more than two decades, we’ve been helping clients navigate the complexities and sophisticated needs that come with wealth. Our advisors offer a steady, experienced hand, and a trusted, collaborative partnership to guide you through whatever life may bring. We take the time to understand your unique needs and then we give all we have to help you thrive.
We are an independent, fee-only Registered Investment Advisory (RIA) firm, with more than 80 team members across nine locations throughout Alabama, Colorado, Florida, Georgia, Mississippi and Texas. We work with a diverse group of clients including high-net-worth individuals, families, corporate retirement plans, trusts, endowments and institutions, advising on assets in excess of $7.4 billion. Our corporate retirement plan solution includes plan design and consulting expertise services as well as investment management, and we serve as an ERISA 3(38) investment fiduciary.
We look forward to introducing you to our passionate, knowledgeable and driven team, and to discussing how we can help you live your life to the fullest, with the confidence and freedom to pursue your goals.
Rep/Contact Info
Ms. Jessica A. Distel, CPA, MBA
Assoc. Director of Waverly Business Services
- Phone: (614) 890-6620
- Send an Email
- 180 Commerce Park Dr., Ste. A Westerville OH 43082
