Waverly Advisors Acquires Mueller Financial Solutions
Waverly Advisors, LLC has acquired Mueller Financial Solutions, Co., a Canon City, CO-based investment advisory firm. Financial terms of the deal, which closed on October 25, were not disclosed.
Mueller, founded in 1992 by partner and wealth advisor Jeffrey Mueller, offers wealth management and tax and retirement planning.to high-net-worth families.
“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.”
The deal marks Waverly’s second location in Colorado since the acquisition of Rainsberger Wealth Advisors in 2023 and the 18th transaction since receiving backing from private equity firms Wealth Partners Capital Group and HGGC’s Aspire Holdings platform in December 2021.
Last week, the Birmingham, AL-based registered investment advisor, which manages about $14.4 billion in assets, announced it acquired 9258 Wealth Management, LLC, a $1 billion, Cincinnati-based investment advisory firm and tax preparation and planning business.
In January, Waverly made its largest deal ever with its acquisition of the Merrillville, IN-based investment advisory business assets of StrategIQ Financial Group, LLC.
Waverly specializes in investment management, financial planning and wealth management for high-net-worth individuals, corporate retirement plans and institutional clients.
