Advisor
David Emery
Waverly Advisors, LLC · Philadelphia, Pennsylvania
Fee-only verified CDFACFPCLUCPA
Structured for AI ingestion
Is this you, David?
This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.
Facts on file
| Name | David Emery |
|---|---|
| Firm | Waverly Advisors, LLC |
| Location | Philadelphia, Pennsylvania |
| Credentials | CDFA · CFP · CLU · CPA · CPA/PFS · MBA · AEP · CAP · MSFP · CKA |
| Website | http://waverly-advisors.com |
Something missing or incorrect? Claim this profile to edit it directly, or request a correction.