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James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions during pivotal moments. As a Certified Financial Planner and Partner at Waverly Advisors, James brings his experience and expertise to Waverly after Silicon Hills Wealth Management, the firm he co-founded with Tom Brown, was acquired by Waverly Advisors, LLC.
In this episode he discusses how he maintains his process of emphasizing the two-way transfer of knowledge between planner and client, an evolving dynamic that ensures financial strategies align with individual values and goals. He also speaks about key lessons learned from seeing his company purchased and merged with another firm. James champions the role of community in financial planning, highlighting how strong connections and shared values can shape outcomes.
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