Waverly Advisors has acquired Dickinson Investment Advisors, an investment advisory firm in Council Bluffs, Iowa. This partnership expands Waverly’s reach into new markets across Iowa.
Founded in 1998 by Ron Dickinson, Dickinson implements a team-based approach to serving its wealth management clients and offers specialized tax-planning solutions as a complement to its comprehensive financial planning and investment management platform. Using this approach, the Dickinson team has helped clients retire with comfort and peace of mind. Ron is joined by his entire team at Waverly.
“Ron and his team have created a thriving firm by fostering long-term, personalized relationships with their clients,” said Justin Russell, president and CEO of Waverly. “We truly appreciate the priority that Dickinson places on its client relationships, as our client-centric approach is the foundation of Waverly’s culture.”
Dicksonson said, “Partnering with Waverly provides