Waverly Advisors, LLC

Thinking of Selling Your Business? 🏷️ 💼 Before you make any decisions, financial preparation is key. In Part 1 of our series, Tom Brown, Partner and Wealth Advisor at Waverly, shares critical insights as a business owner with multiple successful exits under his belt. Discover the steps you need to take now to set yourself up for a potential sale down the line. Read Part 1 of the series here: https://lnkd.in/gZeM6KXC 👉 Want guidance on your business exit strategy? Connect with a Waverly Advisor today. Please see the disclosure at the bottom of the article. #WealthManagement #businesssuccessionplanning #businesssuccession #successionplanning #BusinessLeaders #businessleaders #business

When Was the Last Time You Reviewed Your Insurance? 🤔 As life changes, so should your insurance. Whether it's to reflect a new home purchase, a shift in family dynamics, or evolving financial goals, an annual insurance review can be an essential way to know if your coverage is aligned with your future plans. Drew Gearhart, Partner and Wealth Advisor at Waverly, explains why a comprehensive review of your Life, Property, Casualty, and Long-Term Care insurance can help close coverage gaps and help you work toward financial security. 🔍 Curious if your policies are still working for you? Read this guide now and see how a quick review has the potential to make a difference in your overall financial strategy. https://lnkd.in/drw44QHY Please see the disclosure at the bottom of the article. #WealthManagement #estateplanning #investing #FinancialPlanning #retirementplanning #wealthmanagement #financialplanning #insurance

Waverly Advisors, LLC is excited to announce the acquisition of 9258 Wealth Management, an investment advisory business based in Cincinnati, Ohio, with offices in Hamilton and Fairfield, Ohio. The transaction increases Waverly's AUM to approximately $14.4 billion. View Full Announcement Here: https://lnkd.in/djf_DunQ Please see the disclosure at the bottom of the announcement.

Understanding Medicare Open Enrollment: What You Need to Know 🏥 💊 Medicare Open Enrollment is here, and it may be an excellent time to review your healthcare coverage! In this informative guide, Ashlynne Husmann, CFP®, Wealth Advisor at Waverly, breaks down the key steps and options to consider during this critical period. Whether you're looking to switch plans or explore new coverage options, this guide will help you make informed decisions for your health and budget. Get the guide here: https://lnkd.in/g4y4fUjE 👉 Have questions about your Medicare options? Connect with a Waverly Advisor to guide you through the process. Please see the disclosure at the bottom of the article. #HealthcarePlanning #Medicare #MedicareOpenEnrollment #RetirementPlanning #HealthcareChoices #SeniorCare

Waverly Advisors, LLC is excited to announce the acquisition of CenterPoint Wealth Management, an investment advisory business based in Zionsville, Indiana. The transaction increases Waverly's AUM to approximately $13.2 billion. View Full Announcement Here: https://lnkd.in/gGPzc-vr Please see the disclosure at the bottom of the announcement. #WealthManagement #FinancialPlanning #estateplanning #investing

This month's Waverly Secure intends to alert you to an important and timely topic: investment account scams. Unfortunately, these scams are on the rise, and it's crucial to stay informed and vigilant to protect your accounts and assets. Read the article here: https://lnkd.in/gWdGeFNd #wealthmanagement #cybersecurity #investmentaccount #Investing #cybercrime

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation's top wealth managers and raise standards in the industry. Waverly Advisors, LLC has made this year's list, ranking as one of Barron's 2024 Top RIA Firms. A huge thanks goes out to the incredible Waverly team, whose passion and hard work have made this achievement possible. We are also profoundly grateful for the trust and support of our clients across the country. For important information and disclosures regarding the ranking and methodology, click here: https://lnkd.in/g56nmQbd #BarronsRanked #financialplanning #wealthmanagement #investing #retirementplanning #estateplanning

Growing your wealth is important, but maintaining it is essential. Explore how tax diversification strategies can provide the flexibility to manage your tax exposure and help safeguard your wealth for future generations. Download your copy here: https://lnkd.in/gsKSUYE3 Please see important disclosure at the end of the document. #taxes #wealthmanagement #estateplanning #investing #financialplanning #wealthbuilding #alternativeinvesting #retirementplanning

JOIN US FOR AN INSIGHTFUL CONVERSATION WITH 3 SUCCESSFUL ENTREPRENEURIAL WOMEN - Mindy Sutton, MBA, JD, Partner, Wealth Advisor at Waverly Advisors will sit down with Carey Stark, Esq. at Carey Stark Law Office, LLC, Angela Mader Hartshorn at type a branding + consulting, and Gina Gallaun at Waves & Words for an informative conversation about the unique circumstances women face when building, growing and protecting their wealth. Learn how these three local professionals have built successful businesses, grown their investment portfolios, and helped their clients do the same, all while juggling the hats of being an entrepreneur, mom, and wife.   This will be an interesting and valuable conversation, and we would love for you to bring a friend. Space is limited, so please RSVP by going to: https://lnkd.in/gWKrVQYU   DATE: Thursday, September 19 TIME: 11:30 - 1PM LOCATION: Exponential Impact; 3650 North Nevada Ave, Colorado Springs, CO 80907  RSVP: Thursday, September 12, 2024 Lunch will be included Please see our website for disclosures. #financialplanning #wealthbuilding #womeninwealth #WomenAndWealth

Get the basics of the Corporate Transparency Act (CTA), providing history, deadlines, and filing options. Read the article written by Brian M. Chustz here: https://lnkd.in/d7nj7dnK