Martin brings more than 25 years of experience as a financial consultant, tax strategist and estate planning advisor....
Personal financial planning doesn’t start with picking products or services. It doesn’t start with determining what your assets are, how much you earn annually, or how much income you’d like to have in retirement. Planning done the right way begins with listening intently to your specific goals and aspirations -- that’s what we do.
When you work with Waverley Wealth Management Inc., we make sure that you feel you’ve been heard. Together, we develop a comprehensive plan custom-tailored to you.
What Sets Us Apart?
Our individualized, client-first partnership sets us apart from our competitors. We believe that in making financial decisions it is helpful to have a disciplined and objective partner who delivers advice based solely on understanding your needs and objectives.
Waverley Wealth Management, LLC is a fee for service financial planning firm committed to helping you achieve long-term financial success.
We encourage you to explore our site and learn more about our firm. Should you have any questions or would like more information, please feel free to contact us.
It’s All About You
The only reason we are here today is because of people like you. Around here, you are always on our minds.
Waverley Wealth Management was started over 10 years ago by founder and principal Martin Bicker. Our mission statement is to preserve and expand our clients’ wealth so that they may fulfill their aspirations. This keeps our focus on you.
We help our clients determine where they are now, agree on where they need to be, map out a plan to get there and keep them on course. Our goal is to provide superior investment management, responsive service and unbiased advice on matters ranging from the routine to the extraordinary.
Planning for your future can be daunting. We like to think that working together will ease any uncertainty you may have in striving towards meeting your goals.
Approach & Philosophy
A sound financial plan and wealth management strategy is like building a house. If your foundation has cracks in it, it doesn’t matter what you build on top, eventually, it will fail...
Communication is paramount for our client relationships. We meet with you regularly to assess your financial progress and to stay current with your objectives that are inevitably dynamic in nature...
Even if we didn’t have a fiduciary duty, we’d still act in your best interest, every time. But as fiduciaries, we provide a higher standard of care than typical broker-dealer suitability rules...