Our History

In 1984, Laura Waller founded the firm known as Laura Waller Advisors, Inc. On a foundation of client-centered service with a long-term perspective, Laura built a firm that provided personal financial planning for individuals and families. Her service to clients extended well beyond recommending investments; she focused on long-term goals and the full spectrum of each client's unique financial considerations.

After nearly two decades in business, in 2003 Laura merged her firm with a similar practice built by Jon Wax, creating the firm of Waller & Wax Advisors, Inc. The two principals share a conservative investment philosophy, a broad financial view and a commitment to excellence in customer service. The firm’s business growth has stemmed from that commitment, as clients have referred their family members, friends and co-workers.