Waverly Advisors

Yesterday, the people of Britain voted for a British exit, or Brexit. The world’s economy is large enough to handle this, and Brexit should not affect long-term growth prospects.

Waverly Advisors discusses the financial and emotional considerations of downsizing a home.

The page compares historical market reactions to past health scares with reactions to the coronavirus.

The page explains how investing, financial planning, and wealth management work together, with Becky Hoover, CFP, CPA.

Waverly Advisor’s Aaron Nelson, a Client Consultant of the Firm’s Homewood office, was recently featured in MoneyGeek’s How to Start Saving and Investing.

Waverly Advisor’s own Elizabeth Brasher, J.D. CWS, was recently featured on a panel of experts at the annual Birmingham Business Journal’s (BBJ) Women’s Summit.

Waverly Advisors named Elizabeth Brasher, J.D., CWS, practice leader of Women’s Wealth Connection, an advisory team created by women for women.

Evan B. Crouse, CFP, obtained his Certified Financial Planner certification from the Certified Financial Planner Board of Standards (CFP Board).

Aaron Nelson has been with Waverly Advisors since 2015 and serves as a Wealth Advisor for the firm's former Emerant Wealth Division. He develops client relationships, supports financial planning, and manages investment portfolios; he has more than 25 years of experience as an investment consultant.

Glenda Molina joined Waverly Advisors in June 2023 after Silicon Hills Wealth Management was acquired by Waverly Advisors, LLC. She serves as a Wealth Advisor and has volunteered or held community leadership roles for more than 10 years.

Janelle Woods joined Waverly Advisors in March 2024 and serves as a Financial Accountant in Atlanta, GA. During her studies, she interned in audit at a big four company.

Meet Waverly Advisors’ experienced wealth advisors, financial planners, tax professionals, and investment specialists serving clients across the U.S.

Waverly Advisors offers personalized guidance on wealth management, financial planning, and investment services.

Waverly Advisors provides fee-only wealth management, financial planning, investment management, tax strategies, and estate planning tailored to individuals, families, and business owners.

The privacy notice explains that federal law gives consumers the right to limit some sharing of personal information and requires financial companies to describe how they collect, share, and protect it.