Waverly Advisors

At Waverly Advisors, client focus is at the center of everything they do. They offer forward-thinking advice and guidance for financial decisions. Their dedicated team of 80-plus advisors coordinates the delivery of customized services for personal and corporate needs.

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors manages assets in excess of $5.7 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials.

Christopher McGarvey
Partner, Wealth Advisor

212 East Highland Drive,
Lakeland, FL 33813
(863) 327-1862


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