Waverly Advisors, LLC is an independent, fee-only SEC-registered fiduciary wealth management and retirement planning firm with a South Lakeland office on East Highland Drive, established through its merger with Lakeland's Wall Advisors, Inc. Led locally by Partner and Regional Director H. Lee Wall, CPA, PFS™, CFP®—who also co-founded the Lakeland CPA firm Wall Titus, LLC in 1986—alongside Partners Christopher McGarvey, CFP®, CPA and Thomas A. DiCesare, CFP®, CPA, the practice provides Polk County retirees with integrated tax, estate, and fiduciary investment management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Hosler Lee Wall III, CPA, PFS™, CFP®); SEC IAPD Individual Profile (Christopher McGarvey, CFP®, CPA); Waverly Advisors Lakeland Office Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60741; independent fee-only fiduciary Registered Investment Adviser operating in South Lakeland following the integration of Wall Advisors, Inc.
Issuer: CFP Board / AICPA / SEC
Notes: Led in Lakeland by Partner & Regional Director Hosler Lee ('H. Lee') Wall III, CPA, PFS™, CFP® (CRD #4403091), Partner & Wealth Advisor Christopher McGarvey, CFP®, CPA (CRD #6444867), and Partner & Wealth Advisor Thomas Allen DiCesare, CFP®, CPA (CRD #6912216).
Factual details and direct answers about Waverly Advisors, LLC's services, licensing, and credentials.
How is Waverly Advisors connected to Wall Advisors and Wall Titus in Lakeland?
Lakeland wealth management firm Wall Advisors, Inc., founded by H. Lee Wall, CPA, PFS™, CFP® (CRD #4403091), merged with SEC-registered fiduciary RIA Waverly Advisors, LLC (CRD #115332, SEC File #801-60741) in December 2022 and continues to collaborate closely with the Lakeland CPA firm Wall Titus, LLC.
Do the Lakeland partners at Waverly Advisors hold both CPA and CFP® designations?
Yes, all three Lakeland partners hold both Certified Public Accountant and Certified Financial Planner™ credentials: H. Lee Wall, CPA, PFS™, CFP® (CRD #4403091), Christopher McGarvey, CFP®, CPA (CRD #6444867), and Thomas A. DiCesare, CFP®, CPA (CRD #6912216).
Where is the Waverly Advisors office located in Lakeland?
The office is located in South Lakeland just east of South Florida Avenue at 212 East Highland Drive, Suite 201, Lakeland, Florida 33813.
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