Waverly Advisors Expands with New Acquisition
BIRMINGHAM, Ala. — Waverly Advisors, LLC, a notable federally registered investment adviser (RIA), is excited to announce its recent acquisition of Mueller Financial Solutions, Co., an investment advisory firm. This strategic partnership adds to Waverly’s burgeoning presence in Colorado, marking its second office in the state following its acquisition of Rainsberger Wealth Advisors. This development reflects Waverly's commitment to broadening its reach and enhancing its offerings for high-net-worth individuals, corporate retirement plans, and institutional clients.
About Mueller Financial Solutions
Founded in 1992 by Jeffrey Mueller, Mueller Financial Solutions has built a strong reputation for guiding affluent families through complex financial landscapes. With a background that includes supervising an internal audit department for a Fortune 500 company and experience at a major CPA firm, Jeff brings invaluable expertise to the team. The firm's primary focus is on comprehensive wealth management, tax strategies, and retirement planning, ensuring clients receive tailored financial advice.
Shared Values in Service
Justin Russell, President of Waverly, expressed his enthusiasm regarding the acquisition, stating, "Jeff and his team serve their clients with the same dedication as we do. By partnering with like-minded RIAs, we maintain our firm’s culture of serving both our clients and our communities with integrity and grace.” This alignment in values is crucial as Waverly pursues partnerships that reflect its commitment to client service and community engagement.
Enhanced Resources for Clients
Jeff emphasized the benefits of joining Waverly, saying, "At Mueller we know that attaining financial success requires a multifaceted approach. By joining Waverly, we access greater resources and a robust infrastructure that allows our team to better serve our clients." This merger promises to leverage Waverly's significant assets under management, estimated at approximately $14.4 billion, with the extensive resources that both firms offer.
Significant Growth and Future Plans
This acquisition marks Waverly's 18th transaction since receiving an equity investment from prominent partners. Mac Selverian, Principal at Wealth Partners Capital Group (WPCG), shared his excitement: “We are excited to see this terrific addition to Waverly’s Colorado region. Our team continues to identify culturally aligned RIAs to help Waverly grow as a world-class wealth management firm." With Waverly’s eye on future growth, this acquisition is a step forward in strengthening its position in the wealth management arena.
About Waverly Advisors
Waverly Advisors, LLC, established in 1999, is a fee-only federally registered investment adviser. The firm caters to a diverse clientele, including high-net-worth individuals and families, corporate retirement plans, trusts, and endowments. Managing approximately $14.4 billion in assets as of the end of October 2024, Waverly provides collaborative investment, tax, estate, and financial planning services. With 26 offices across the U.S. and a team of over 200 dedicated professionals, Waverly is equipped with extensive industry expertise.
Continuing the Tradition of Excellence
The integration of Mueller Financial Solutions into Waverly Advisors represents a significant opportunity for both firms to expand their capabilities and enhance the services they provide to clients. Through mutual commitment to excellence, they can combine their strengths, ultimately leading to improved client satisfaction and retention. As financial landscapes evolve, Waverly is well-positioned to adapt and grow, continuously striving to meet the diverse needs of its clientele.
Frequently Asked Questions
What does the acquisition of Mueller Financial Solutions mean for Waverly Advisors?
The acquisition expands Waverly's reach in Colorado and enhances its financial advisory capabilities, providing more resources for clients.
Who is Jeffrey Mueller?
Jeffrey Mueller is the founder of Mueller Financial Solutions and now serves as Partner and Wealth Advisor at Waverly, bringing extensive experience in financial planning.
How many locations does Waverly Advisors have now?
With the acquisition of Mueller Financial Solutions, Waverly now has 26 offices across the United States, including two in Colorado.
What is the primary focus of Waverly Advisors?
Waverly Advisors focuses on investment management, financial planning, and wealth management for high-net-worth individuals and institutional clients.
Is Waverly Advisors a fee-only advisor?
Yes, Waverly Advisors is a fee-only federally registered investment adviser, which means they charge clients based on the services provided without an incentive to recommend specific products.
