PEmarket News

Financial Planning

Financial Planning

June 17, 2026

Waverly Advisors Expands Wealth Management Footprint with Smithfield Trust Acquisition

Waverly Advisors, a financial advisory firm based in Ohio, has acquired Smithfield Trust Company, a wealth management firm operating in Pennsylvania. The acquisition aims to strengthen Waverly's service offerings and expand its regional presence. Key individuals involved include John Doe, CEO of Waverly Advisors, and Jane Smith, President of Smithfield Trust Company. The acquisition is set to be finalized soon, maintaining Smithfield's brand and team.

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