Partner, Wealth Advisor

Eric Jarvis

Eric Jarvis joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting by Waverly Advisors, LLC. As a Partner and Wealth Advisor at Waverly, Eric provides competitive portfolio management and high-level service to clients, empowering them to navigate life’s changes with financial confidence.

Eric earned his undergraduate degree in business from the University of Washington, followed eight years later by an MBA in Finance from the same institution. Over the past 30 years, he has built and nurtured lasting client relationships—beginning at Conway-Jarvis LLC, a boutique investment firm he co-founded with Greg Conway. In 2022, Conway-Jarvis was acquired by Pacific Portfolio, which has since become part of Waverly Advisors.

When Eric is not assisting clients, he enjoys golfing, skiing, and working out. His favorite days are spent with his wife of 30 years, Ingrid, and their three children at their longtime family compound in Sammamish, WA.

[email protected]

206-710-7735

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, B.A. in Business
University of Washington, MBA in Finance

Community Involvement

Member, Men’s University Club
Lead role in family Donor-Advised Fund (through Seattle Foundation)

Ask Me About

Competing in the World CrossFit Games
Living Below Your Means
How many hole-in-ones I’ve had!