Name: Waverly Advisors, LLC
Address: 5011 Gate Pkwy, Jacksonville, FL, 32256, US
Telephone: (904) 398-2075

General Description

Waverly Advisors, LLC entered the Jacksonville market in 2024 by acquiring River Capital Advisors. River Capital had been serving clients since 1998. Waverly Advisors and River Capital Advisors came from similar backgrounds with both having been part of CPA firms. As a fee-only advisory firm, we prioritize our clients' interests above all else, ensuring a transparent and unbiased approach to investing and financial management. At Waverly Advisors, our team of skilled financial planners and consultants are dedicated to helping our clients navigate the complexities of the financial market. We offer personalized investment services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for education, or seeking to build wealth, our experienced advisors will work closely with you to develop a customized financial plan that aligns with your goals. Waverly Advisors is committed to providing exceptional service and building long-term relationships with our clients. We believe in the power of comprehensive financial planning, which encompasses all aspects of your financial life. Our holistic approach ensures that every aspect of your financial well-being is taken into consideration, allowing us to deliver comprehensive solutions that address your specific needs and aspirations. Trust Waverly Advisors to be your partner in helping you reach your goals.

Location & Map

Waverly Advisors, LLC

5011 Gate Pkwy Bldg. 100, Ste. 300
Jacksonville, FL 32256

(904) 398-2075

Driving Directions

Waverly Advisors, LLC

Financial Planner in Jacksonville

5011 Gate Pkwy Bldg. 100, Ste. 300 Jacksonville FL, 32256

(904) 398-2075

General Description

Location & Map

Nesteggs Inc

Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC

Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC

Swj Financial Svc Inc

Kemper Life