Waverly Advisors Acquires WealthPlans and Cooley & Associates
June 3, 2026
Waverly Advisors acquired WealthPlans, LLC, a wealth management firm based in Frederick, Maryland, strengthening its presence in the Mid-Atlantic region. As part of the deal, Waverly’s affiliate, Waverly Business Services, acquired WealthPlans’ affiliate Cooley & Associates, P.C., a tax preparation and accounting services business also based in Frederick.
- Targets
- WealthPlans, LLC, Cooley & Associates, P.C.
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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