Waverly Advisors Acquires WealthPlans and Cooley & Associates
Waverly expands presence in the Mid-Atlantic Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) 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 WealthPlans, LLC (“WealthPlans”), a wealth management firm based......