General Info

The Homewood community is rich in tradition. Our office at University Park Place provides the wealth management team with a base thatâ??s convenient to the surrounding Over-The-Mountain communities. The financial advisors at Waverly Advisors will customize financial planning that considers your individual goals, both personal and financial. Our certified financial planners offer clients collaborative investment, tax, estate and financial planning services, as well as retirement planning solutions and institutional consulting. We believe creating a comprehensive financial plan involves much more than just calculations. As a fee only advisor, we design every financial solution to serve clientsâ?? best interests.