Waverly Advisors, LLC (âWaverlyâ), a federally registered investment adviser (âRIAâ) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Mueller Financial Solutions, Co. (âMuellerâ), an investment advisory firm based in Canon City, Colorado. The partnership marks Waverlyâs second location in Colorado since the acquisition of Rainsberger Wealth Advisors in 2023.
Mueller was founded in 1992 by Jeffrey Mueller who previously supervised an internal audit department for a Fortune 500 company and prior to that worked at one of the nationâs âBig 8â CPA firms. Mueller helps high-net-worth families navigate complex financial decisions by providing comprehensive wealth management and tax and retirement planning. Jeff serves as Partner and Wealth Advisor at Waverly and his entire team has joined the firm.
âJeff and his team serve their clients with the same dedication as we do,â said Justin Russell, President of Waverly. âBy partnering with like-minded RIAs, we maintain our firmâs culture of serving both our clients and our communities with integrity and grace.â
âAt Mueller we know that attaining financial success requires a multifaceted approach,â said Jeff. âBy joining Waverly, we access greater resources and a robust infrastructure that allows our team to better serve our clients.â
The acquisition of Mueller marks Waverlyâs 18th transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (âWPCGâ) and HGGCâs Aspire Holdings platform. The transaction closed on October 25, 2024. Waverlyâs AUM is approximately $14.4 billion.
âWe are excited to see this terrific addition to Waverlyâs Colorado region,â said Mac Selverian, WPCG Principal. âOur team continues to identify culturally aligned RIAs to help Waverly grow as a world-class wealth management firm.â
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