# Waverly Advisors

- **Website:** <https://invistaadvisors.com>
- **Primary alias:** `invistaadvisors.com`

## Description

InVista Advisors is a financial advisory firm that joined Waverly Advisors on July 24, 2026, beginning a new chapter while continuing to serve its clients with a personalized approach. The partnership brings together firms committed to client advocacy, thoughtful guidance, integrity, transparency, and lasting relationships. InVista’s work centers on helping individuals, families, business owners, and nonprofit organizations make confident financial decisions and plan for their changing needs.

Through Waverly Advisors, clients can access a broad range of services, including wealth management, comprehensive financial planning, investment management, fiduciary advice, corporate retirement plans, institutional consulting, trust services, family office support, and tax advisory services. The firms coordinate investment management, financial planning, tax strategy, and trust and estate planning to help simplify complex financial matters. Clients benefit from a team of specialists working collaboratively toward their goals, while the InVista team aims to preserve the trusted relationships and individualized service that define its work.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/waverlyadvisorsllc)
- [instagram](https://instagram.com/waverlyadvisors)
- [linkedin](https://linkedin.com/company/waverlyadvisors-llc)

## Logos & icons

- logo _(primary)_ — SVG, PNG — [download](https://cdn.brandfetch.io/ide6UfppKr/theme/light/logo.svg?c=1bxid64Mup7aczewSAYMX&t=1792146207984)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/ide6UfppKr/w/1714/h/1714/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792146208295)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Shakespeare | #55acd2 | accent |
| Prussian Blue | #002543 | dark |
| Gold Sand | #e8c392 | light |

## Fonts

- Montserrat — asset _(google)_
- -apple-system — asset _(system)_

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_Source: <https://brandfetch.com/invistaadvisors.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._