Waverly Advisors Acquires 9258 Wealth Management, LLC in $1 Billion Deal
Waverly Advisors, LLC, a federally registered investment adviser specializing in investment management, financial planning, and wealth management solutions, has acquired 9258 Wealth Management, LLC based in Cincinnati, Ohio. The partnership adds three Ohiobased office locations and $1 billion in assets under management to Waverlys portfolio. Founder Walt Lunsford brings his team of 24 professionals to…