Waverly Advisors Completes Fourth Merger In 2022 With Acquisition Of Sandifer Wealth Management
12/12/22, 1:34 PM
Location
birmingham
Industry
finance
financial services
financial services
professional services
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community and lifestyle
Waverly Advisors (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Sandifer Wealth Management (“SWM”), a Mobile, AL, fee-only RIA. This acquisition highlights Waverly’s continuous growth trajectory in 2022, expanding their footprint in the Southeast.
Company Info
Location
Birmingham, Alabama, United States
Company info
9258 Wealth Management, LLC is an investment advisory firm and tax preparation and planning business headquartered in Cincinnati, Ohio. The firm has three office locations in Ohio and brings $1 billion in assets under management to Waverly Advisors, LLC.