SoundPath Investment Advisors (“SoundPath”) has been acquired by Waverly Advisors as of September 29, 2023.

Moving forward, you will come to know the Waverly Advisors team as an extension of our own. Both Waverly Advisors and SoundPath are driven by a client-first philosophy. We are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.

View Full Press Release Here.

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

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