WL

Walter Lunsford

Managing Partner, President, CEO

Waverly Advisors, LLC

Cincinnati, Ohio


Contact Information

Email
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Company Information

Company
Waverly Advisors, LLC
Industry
financial services
Employees
230.0
Seniority
C suite
Annual Revenue
6555000.0

Technologies

Salesforce Cloudflare DNS Constant Contact Outlook Pardot Microsoft Office 365 CloudFlare Hosting Typekit Vimeo Google Maps (Non Paid Users) Google Font API Google Tag Manager WordPress.org Google Maps Mobile Friendly Linkedin Marketing Solutions

Keywords

wealth management asset management financial planning corporate retirement plans legacy management institutional consulting financial services private funds succession planning merger acquisitions private wealth financial advisors wealth advisors investment advisory tax planning estate planning retirement planning 401(k) solutions family office services comprehensive financial services fiduciary duty personalized advice wealth management dashboard collaborative financial services risk management charitable giving business optimization executive compensation financial education portfolio management cyber security family wealth management financial literacy client-centric approach service-oriented fee-only advisor investment strategies client relationships multi-generational wealth financial non-profit consulting business owner services financial projections strategic planning cash flow management insurance review compliance services client service trust administration family mission statement investment performance reporting customized investment strategy wealth transfer strategies financial custodians financial professionals professionally managed portfolios alternative investments investment management law practice legal services computer & network security information technology & services

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