Waverly Advisors, LLC

New tax-deferred investment accounts are available for children under age 18. Swipe for an overview of what parents need to know. As with any long-term investment vehicle, understanding contribution limits, tax treatment, and withdrawal rules is key to determining whether this account aligns with your family’s goals. Reach out anytime for investing guidance from our team. For important disclosures, please visit: https://lnkd.in/gG_AqKty #SavingsAccounts #TaxDeferred #ChildSavings #KidsInvesting #FamilyFinance #FinancialPlanning #InvestingForKids #Section530A #FinancialAdvice #WealthManagement #FinancialLiteracy #BuildWealth

Generations Financial Planning Series: Millennials & Generation X Parents of Generation Alpha As families grow, financial decisions often become more layered — and more important. In this episode of our Generations Financial Planning Series, Chrissy Israel, ChFC®, Wealth Advisor in our Dayton, Ohio office, and Carson Eddy, CFP®, Financial Planner in our Birmingham, Alabama office, discuss financial planning considerations for Millennials and Generation X parents of Generation Alpha, from estate planning basics and beneficiary coordination to insurance decisions, employer benefits, and college planning strategies. This stage of life often brings new responsibilities and evolving priorities. Thoughtful coordination across protection, planning, and education funding can help bring structure during a time of meaningful growth and change. Please see important disclosures: https://lnkd.in/eTqZN7Rb #financialplanning #fiduciary #investmentmanagement #Investing #wealthmanagement #waverlyadvisors #millenialmom #millenialparenting #millenialsoftiktok #genx #genalpha #genalphakids #genalphaparent

Graduation season is a meaningful time to celebrate, and an opportunity to be intentional about how wealth is passed forward. At Waverly Advisors, gifting is viewed as more than generosity. It’s a strategic way to align wealth with values, reduce potential tax impact, and support long-term financial and legacy goals. Thoughtful planning can turn a simple gift into something that carries lasting purpose. For more insights on strategic gifting, visit: https://lnkd.in/gqW82PgP For important disclosures, please visit: https://lnkd.in/gG_AqKty #GraduationSeason #WealthPlanning #FinancialPlanning #EstatePlanning #TaxPlanning #WealthManagement #GenerationalWealth #CharitableGiving #FinancialAdvice #WaverlyAdvisors

Education is one of the most meaningful investments we can make in the future, and in ourselves. Thoughtful planning can help make those goals more attainable. 529 Plans offer a tax-advantaged way to save for education expenses. Including college, K–12 tuition, and other qualified learning pathways, helping families stay intentional about long-term education funding. Let’s make education planning simple, intentional, and forward-thinking. For important disclosures, please visit: https://lnkd.in/gG_AqKty #529Plan #EducationSavings #CollegePlanning #FinancialPlanning #WaverlyAdvisors #FamilyWealth #InvestInTheirFuture #SmartSaving #FinancialConfidence #WealthManagement

We are grateful to support Grace Klein Community and FeedBHM on Thursday as a sponsor of the 2026 Golf Invitational honoring the legacy of Oliver Waltman. ⛳️ Grace Klein Community’s mission to unite individuals, businesses, and ministries to serve families in need closely aligns with our values of Community, Family, and Grace that matter most to us. Through initiatives focused on fighting food insecurity, sharing resources, and creating meaningful connections across the greater Birmingham area, Grace Klein Community continues to make a lasting impact on the lives of so many. We are honored to help support their work and the important differences they make throughout our community. Learn more about the Golf Invitational: https://lnkd.in/gNa-X2zn #WaverlyAdvisors #FeedBHM #GraceKleinCommunity #GolfInvitational #BirminghamAL #CommunityImpact #GivingBack #FoodInsecurityAwareness #CorporateGiving #PelhamAL #CharityGolfTournament #ServeOthers

Charitable giving can be more than a year-end decision. When approached thoughtfully, it may play a role in managing taxes, generating income, and supporting long-term legacy goals. Understanding how strategies like Donor-Advised Funds and Charitable Remainder Trusts function—and where they may fit within a broader plan—can help bring greater clarity to philanthropic and financial decisions. In this guide, we explore: • 📊 How Donor-Advised Funds may provide flexibility in charitable giving and tax planning • 💼 How Charitable Remainder Trusts may be used to generate income while supporting long-term philanthropic goals • 📉 Key differences between these strategies and where each may fit within a broader financial plan • 🔄 How these approaches may be used together to address both income and charitable objectives • 🧩 Important considerations when evaluating how charitable strategies align with your overall financial picture Our latest guide, “Charitable Giving with Purpose,” authored by Becky Hoover, CFP®, CPA, CDFA® – Partner, Wealth Advisor, Director of Financial Planning, explores key considerations, planning approaches, and how these strategies may be used individually or together. ▶️ Click here to download the guide: https://lnkd.in/g_82RazD For important disclosures, please visit: https://lnkd.in/gG_AqKty #financialplanning #taxplanning #charitablegiving #estateplanning #wealthmanagement #investmentmanagement #philanthropy #waverlyadvisors

What does it really take to build a strong financial foundation in your 20s and 30s? This article breaks down four essential skills that can help you make confident, informed decisions early on. To learn how you can put these strategies into practice, read more here: https://lnkd.in/eSGYhnKs For important disclosures, please visit: https://lnkd.in/gG_AqKty #FinancialPlanning #YoungProfessionals #MoneyMoves #WealthBuilding #NextChapter

A huge thank you to Waverly Advisors, LLC for serving as the Title Sponsor of the Waverly Advisors / Oliver Waltman Golf Invitational! Their partnership and generosity actively supports FeedBHM as we serve and love our community in meaningful ways every day. We are grateful for the continued support and excited for another incredible tournament together! Want to play! www.golf.gkcbhm.org #feedbhm #fillplatesnotlandfills #whatsyoursuperpower #feedthehungry #lifeshared

Generations Financial Planning Series: Millennials As income grows and responsibilities expand, financial decisions often become more complex. In this episode of our Generations Financial Planning Series, Thomas DiCesare, Wealth Advisor in Waverly Advisors’ Lakeland, Florida office, and Wesley Martin, CFP®, Wealth Advisor in the Jacksonville, Florida office, discuss financial planning considerations for Millennials — from managing income growth and allocating savings across multiple accounts to protecting your family and establishing foundational estate planning documents. This stage of life often brings significant change. Thoughtful coordination and long-term perspective can help bring clarity as careers, homes, and families take shape. Please see important disclosures: https://lnkd.in/eTqZN7Rb #millennials #waverlyadvisors #wealthmanagement #EstatePlanning #estateplanning #Investing #investmentmanagement #fiduciary #financialplanning #TaxPlanning