Waverly Advisors
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Phone: 4073251335
Email: [email protected]
Address:
5210 Belfort Rd, Suite 135
Jacksonville, Florida 32256
About Waverly AdvisorsOffering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $16.4 Billion in assets under management and is an Independent Registered Investment Advisor (RIA). Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials**.
What differentiates you from the competition?my extensive years in the industry
my focus on planning for the IDD community
my experience with executive compensation planning
I help professional couples get clarity to create simplicity so they can focus on what really matters
What are your top selling services or products that your company offers?comprehensive financial planning
institutional wealth management
qualified plan design and management
If you had one message to get across to future customers, what would it be?Not all professionals are created equal. I had to learn this the hard way with professionals I have hired. You have to be incredibly discerning about who you hire and make sure they have a team of experts backing them.
What is the biggest marketing challenge that you will face in the upcoming year?1. my firm doesn't allow us to post on social media unless they have approved the content which takes an act of congress
2. my website presence is buried on the firm website which makes it difficult to stand out to my niche
Disclaimer: The information contained in this Business Profile, including any external links, is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness or timeliness. The Horse’s Mouth does not verify business information provided and assumes no responsibility or liability for its accuracy. The Horse’s Mouth does not endorse any business listed in this directory.
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