Waverly Advisors Acquires Mueller Financial Solutions
October 25, 2024
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Mueller Financial Solutions, an RIA based in Canon City, Colorado. The deal closed October 25, 2024; Jeffrey Mueller and his team joined Waverly as partners and Waverly continues to expand its Colorado footprint under its PE-backed ownership.
- Buyers
- Waverly Advisors, LLC
- Targets
- Mueller Financial Solutions
- Sellers
- Mueller Financial Solutions (Jeffrey Mueller and team)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Transaction Type
- Addon
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