Waverly Advisors Acquires 9258 Wealth Management

Waverly Advisors, LLC has acquired 9258 Wealth Management, LLC ("9258"), an investment advisory firm and tax preparation and planning business headquartered in Cincinnati, Ohio.  The partnership adds three Ohio-based office locations to Waverly’s growing footprint and $1 billion dollars in assets under management ("AUM"). Walt Lunsford founded 9258 in 2017…