Waverly Advisors, LLC of Zionsville

Waverly Advisors, LLC of Zionsville is a Financial Planner in Zionsville, IN, located at 56 N Main St. As a fee-only fiduciary and Registered Investment Adviser, the firm provides asset and wealth management, investment, tax, estate, and financial planning services. The practice serves private clients, closely held business owners, women seeking tailored wealth management, institutional clients, and corporate retirement plans. The team operates as salaried advisors free from quotas, investment restrictions, and proprietary products, supported by an in-house investment committee that directs all investment research and decisions.

The firm creates integrated financial plans that address investments, estate planning, and tax strategies to foster sustainable growth. Services include Private Client Services, which blend investment management, tax, estate, retirement, education, and risk management. Waverly Business Services offers accounting, tax preparation, and business optimization for entrepreneurs, while Waverly Women provides specialized financial planning led by women advisors. Additional offerings include Family Office management, Trust Services with dedicated relationship managers, Institutional Consulting for academic and religious organizations, and Corporate Retirement Plans. Clients receive a customized Wealth Management Dashboard and quarterly performance reporting showing portfolio returns net of all fees. Portfolios are tailored using traditional asset classes like equity and fixed income, as well as nontraditional alternatives.

Founded in 1999 in Birmingham, Alabama, the firm adopted the name Waverly Advisors, LLC in 2022. It operates under a fiduciary standard, committing to putting clients’ best interests at the center of every decision. In 2021, the firm began expanding its capabilities through acquisitions, including the acquisition of Smithfield Trust Company, which supports the firm’s mission of building a cohesive service offering. The firm maintains a team of over 100 dedicated members with decades of financial services experience. The firm emphasizes strong relationships built on trust, integrity, and empathy, treating each client and team member with care.

Waverly Advisors, LLC of Zionsville brings a fiduciary, fee-only approach to financial planning in Zionsville, offering comprehensive wealth management and tax strategies for individuals and businesses.

The firm sits on N Main St in Zionsville, just about a tenth of a mile from Lincoln Park and a short walk from South 1st Street. It is also near the Sullivan Munce Cultural Center and the Hussey-Mayfield Memorial Public Library.

BizScoreAI awarded Waverly Advisors a Content Quality score of 100 out of 100, which means the website clearly answers customer questions in a way that AI assistants can quote directly. The firm received a Technical score of 93 out of 100. BizScoreAI data shows the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Zionsville.