Planning Capital Management Corporation Joins Waverly Advisors, LLC

We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors effective December 13, 2024.

To help take our organization to the next level by expanding on the breadth of services we provide, we sought a firm that shares our values, and we found that in Waverly. At the core of both Waverly and Planning Capital is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.

Waverly President, Justin Russell

"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see with Planning Capital, so joining together makes perfect sense. We are thrilled to welcome the entire Planning Capital Management team to Waverly as we continue to grow."

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Planning Capital Founding Partner, Rick Bell

"Knowing we can maintain our level of service while adding additional resources, expertise, and investment options for our clients made the decision to join Waverly fairly easy. Spending time with their team and seeing their core values in action reinforced that decision and we are excited to see how this new partnership benefits our clients and team alike."

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Planning Capital Partner, Dan Brady

Our experience with Waverly has been exceptional and we are excited to bring this same experience to our clients. This is an organization that not only has operational excellence, but also has an incredible culture. It is rare to have such perfect alignment—we’ve found our people.

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Planning Capital Portals

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