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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

I have worked in the investment industry for over three decades. Unlike many planners and advisors, I provide clients with customized portfolios made up of individual stocks and bonds that our Boston based team select. In my opinion this is a better option for clients because it avoids the problem of fees on top of fees associated with using mutual funds and other products. We also can provide comprehensive financial planning so that a client's portfolio meets their goals and risk needs.

In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust, and deep connection.

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.

Claro Advisors is a fiduciary wealth management company that provides holistic financial planning and customized investment management. Claro provides wealth optimization across every area of a client's financial life. Claro does this by building and managing custom portfolios designed with the goal of delivering financial independence and enhanced growth for individuals and families, while providing financial planning, legacy planning, tax planning services.