Ben Hines

Ben Hines joined Waverly Advisors in September 2025 and serves as Associate Retirement Plan Advisor following the acquisition of Pacific Portfolio Consulting, LLC. He is an Associate Retirement Plan Advisor for Waverly Advisors. Ben helps manage retirement plans and he provides plan design consultation, investment solutions and employee education for retirement plan clients. Ben is also a member of the research team which entails monitoring the funds in retirement plans and regularly meeting with portfolio managers.

Ben spends a majority of his free time with his nephews, in the gym, on a mountain, or playing volleyball on the beach. After his college football career, he spends time helping coach his high school alma mater and athletically training children from his church.

[email protected]

206-380-8590

Seattle, WA

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

University of Washington, Bachelor of Business Administration – Finance
Valparaiso University, Master of Business Administration – MBA

Ask Me About

Recently enacted legislation impacting corporate retirement plans
Retirement Plan Design
My time as a college football player for the Washington Huskies.
What I do to stay fit and healthy
What is my favorite mountain to snowboard on
How it feels to be my 5 nephews favorite Uncle