Waverly Advisors
Business Development Manager

Brian Hughes

Brian Hughes joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. As a Business Development Manager, Brian plays a pivotal role in connecting prospective clients with Waverlyโ€™s Advisors and aligning them with wealth management solutions tailored to their unique needs. He takes the time to understand each individual’s financial and personal goals, helping them receive the proper guidance to craft highly customized plans. Collaborating closely with the team, Brian is dedicated to providing clear guidance, unwavering support, and a seamless client experience across the full spectrum of services Waverly offers.

Outside of the office, Brian treasures time with his wife, their two children, and their two golden retrievers. Together, they enjoy traveling, hiking, and playing golf.

Areas of Expertise

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

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 clientโ€™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. Waverlyโ€™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

  • B.S. in Business Administration โ€” Portland State University

Community Involvement

  • Assisted in coaching the boysโ€™ and girlsโ€™ golf teams at La Quinta High School

Ask Me About:

  • My favorite NFL team
  • Favorite travel destinations
  • Why I find joy in helping people