Michael Whitney
A Waverly is defined as a meadow filled with quaking aspen trees. Aspens are remarkable for many reasons: not only are they the most widely distributed tree in North America, but a grove of aspen trees is actually a single organism, connected by an intricate network of roots. This root system can grow and spread for decades before a single trunk rises above the surface. Since 1999, Waverly Advisors has been cultivating its own networkrooted in strength and growing together. Our culture and values keep our team closely connected as our presence continues to expand across the U.S.
Much like aspen trees, which rely on a shared root system for mutual support, we believe in building a strong, interconnected financial strategy that supports every aspect of wealth management. We create integrated financial plans that work in harmony to help foster sustainable growth, address investments, estate planning, tax strategies, and more.
The evolution of our team and firm is a reflection of the essence of the name we chose, a name that symbolizes both our deep roots and our commitment to growth.
Regardless of where a client lives, they receive the same high level of attention and personal contact. Most of my clients live in New England. However, I also serve clients in California, New York, Florida and Georgia.
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The most important thing to know about me is that I care about every client as a person. They are entrusting me with their savings. It is incumbent on me to get to know them as people, understand their goals and how they expect their wealth to enhance their lives.
I started my career as a sell side analyst working on various technology sectors. I transitioned to the money management business and expanded my research skills to include all of the sectors in the S&P 500 and Fixed Income.
Beyond that, my skill set broadened to include, providing the highest level of client service, financial planning as well as understanding and meeting the needs unique of each individual client that I serve. My clients know that I listen to them regarding their goals, hopes and dreams but also their fears. There is no one size fits all approach to helping a client to set and achieve their financial goals.
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Email, Your Office, Phone, Video Conference, Our Offices, Your Home, Our Office
Fee-Only
Based on Assets
$6,250
85
85
50
$155 million
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
