Prosper Financial Advisers, based in Saint Petersburg, FL, has recently been acquired by Waverly Advisors, a leading financial planning and investment management firm. With a strong client-first philosophy, Prosper and Waverly are dedicated to providing customized services for both personal and corporate financial needs, building long-lasting advisor-client relationships, and making a positive impact on the lives of their clients.
Under the leadership of CEO Josh Reidinger, Waverly Advisors aims to support clients in navigating financial decisions and challenges, with the merger with Prosper seen as a natural progression due to shared core values. The partnership offers enhanced resources, extensive service offerings, and a focus on providing prudent and comprehensive financial advice to help clients work towards their personal goals.
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