Dickinson Investment Advisors Joins Waverly Advisors, LLC

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors effective January 10, 2025.

To help take our organization to the next level by expanding on the breadth of services we provide, we sought a firm that shares our values, and we found that in Waverly. At the core of both Waverly and Dickinson is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.

Waverly President, Justin Russell

"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see with Dickinson, so joining together makes perfect sense. We are thrilled to welcome the entire Dickinson Investment Advisors team to Waverly as we continue to grow."

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Dickinson Founding Partner, Ron Dickinson

"Partnering with Waverly provides our firm the opportunity to serve our clients with enhanced resources and infrastructure. Their commitment to serving their clients, communities, and team members was a key factor in our decision, and we are excited to join their firm."

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Dickinson Portal

"Partnering with Waverly provides my team with the opportunity to serve our clients with enhanced resources and infrastructure. Waverly’s commitment to serving its clients, communities, and team members was a key factor in our decision to partner with Waverly, and we are excited to join the firm."

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.

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