On November 12, 2024, Waverly Advisors, LLC announced its acquisition of Buckingham Advisors.
Waverly Advisors, LLC (“Waverly”) announced, on November 12, 2024, its acquisition of Buckingham Advisors (“Buckingham”) in a transaction that closed on November 8, 2024. Buckingham founder, Jay Buckingham, will join Waverly, as Regional Director, along with his entire team of 38 professionals. Further terms of the deal were not disclosed.
Waverly, based in Birmingham, Alabama, is a fee-only registered investment advisor specializing in investment management, financial planning and wealth management solutions for high-net-worth individuals, corporate retirement plans and institutional clients. After the close of the transaction, Waverly’s assets under management increased to approximately $15.5 billion.
Buckingham, based in Dayton, Ohio, is an investment advisory firm specializing in tax and financial planning. As of November 2024, Buckingham had approximately $900 million in assets under management.
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