Waller & Wax Advisors is proud of a legacy that traces back more than 30 years. Our firm emerged from an independent firm founded in 1984 under the name Laura Waller Advisors, designed with a focus on thoughtful, thorough financial planning for individuals, families, and small businesses. The firm’s services extended well beyond recommending investments to include long-term goal and retirement cash flow planning plus a full spectrum of tools to address each client’s unique financial considerations.
In 2003, Laura Waller Advisors merged with a similar practice built by Jon Wax, CFP®, creating Waller & Wax Advisors. Building on their conservative investment philosophy, a broad financial view, and a commitment to excellence in customer service, we have grown to become one of the premier financial planning and wealth management firms in the Tampa Bay area.