Waverly Advisors is a fee-only financial planning and investment advisory firm offering personal wealth management, family office, retirement plan and institutional consulting services. They provide their clients with collaborative investment, tax, estate and financial planning services through a team of 100+ members who hold many of the industry’s most prestigious credentials including CFP®, CPA, JD, CFA, CIMA & CRPC. With 13 offices across the United States, including Birmingham, their mission is to serve their communities and help their clients thrive.
Client
Meet the
PROJECT SCOPE
Professional Services
Financial Services
Wealth Management
Re-Branding
Custom Color Palette
Custom Icon
Business Naming
▾ Solution
Our team’s
While separating from Warren Averett and growing their firm into Waverly Advisors, Barbara came to AMD looking for a new name and brand for their business. When beginning the branding process, they wanted to make sure to keep the familiarity of the ‘WA’ initials.
From there, we began working to find a name that would represent their business while also keeping those initials – creating Waverly Advisors. The ‘WA’ also played into the brand icon to form a powerful mark that would be recognizable and help them stand out from industry competitors.
▾ Work
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