A Birmingham-based investment advisory firm specializing in financial planning has acquired a Baltimore investment advisory ...
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Waverly Advisors takes over Boston’s NBW Capital
The NBW team will join Waverly, except for Ben Niedermeyer, who is retiring after almost 50 years in investment management.
Waverly now operates 38 offices and employs more than 290 professionals nationwide. The Birmingham, Alabama-based firm specializes in financial planning and investment management for high-net ...
Waverly offers collaborative investment, tax, estate, and financial planning services. Founded in 1999 in Birmingham, Alabama, the company has 38 offices across the U.S. and a team of over 290 ...
The acquisition of GGM enhances Waverly's presence in the Northeast, expanding its reach into new markets of Maryland and ...
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