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 Mueller Financial Solutions, Co. (“Mueller”), an investment advisory firm based in Canon City, Colorado. The partnership marks Waverly’s second location in Colorado since the acquisition of Rainsberger Wealth Advisors in 2023.
Mueller was founded in 1992 by Jeffrey Mueller who previously supervised an internal audit department for a Fortune 500 company and prior to that worked at one of the nation’s “Big 8” CPA firms. Mueller helps high-net-worth families navigate complex financial decisions by providing comprehensive wealth management and tax and retirement planning. Jeff serves as Partner and Wealth Advisor at Waverly and his entire team has joined the firm.
“Jeff and his team serve their clients with the same dedication as we do,” said Justin Russell, President of Waverly. “By partnering with like-minded RIAs, we maintain our firm’s culture of serving both our clients and our communities with integrity and grace.”
“At Mueller we know that attaining financial success requires a multifaceted approach,” said Jeff. “By joining Waverly, we access greater resources and a robust infrastructure that allows our team to better serve our clients.”
The acquisition of Mueller marks Waverly’s 18th transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (“WPCG”) and HGGC’s Aspire Holdings platform. The transaction closed on October 25, 2024. Waverly’s AUM is approximately $14.4 billion.
“We are excited to see this terrific addition to Waverly’s Colorado region,” said Mac Selverian, WPCG Principal. “Our team continues to identify culturally aligned RIAs to help Waverly grow as a world-class wealth management firm.”
Financial and legal terms of the deal will not be disclosed.
