Waverly Advisors
Partner, Regional Director, Wealth Advisor
ChFCยฎ

Lawrence Hood

Larry Hood joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. Prior to joining Waverly, Larry was the founder and CEO of Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, where he earned a reputation as a visionary financial executive and pioneering entrepreneur with over 30 years of experience leading an independent fee-only wealth management firm. As a Partner, Regional Director, and Wealth Advisor at Waverly, Larry will continue in a leadership position, managing the regional office and focusing on growth strategies.

Larry specializes in providing personal CFO services and fiduciary advisory services to high-net-worth families, foundations, and retirement plans. He oversees a team that values a client-first, research-driven approach that consistently delivers planned outcomes and enhances his clientsโ€™ value of time. At Waverly, he will continue to integrate firm-wide resources to align client goals with long-term financial success.

Larry and his team believe in giving back to the community. He serves on the board of LeMay Americaโ€™s Car Museum and the corporate advisory board for the Seattle chapter of the Cystic Fibrosis Foundation. He also supports a number of other charities throughout the Pacific Northwest and Alaska.

Larry enjoys the relationships he has built with his clients, many of whom have been with him for decades. He is honored to be an important part of their lives. In his free time, he enjoys spending time with his wife, Ritchie, and their three children at their homes in Kent, WA, or La Quinta, CA, or traveling to new destinations. When he is not with his family, youโ€™ll likely find him on the golf course or attending a sporting event.

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.

Awards and Rankings

  • Inducted into the 2024 Barronโ€™s Hall of Fame
  • Barronโ€™s Top 100 Independent Advisors List (11 consecutive years)

Education

  • University of Puget Sound, B.A. in Business Administration, Finance Emphasis
  • University of Puget Sound, B.A. in Economics

Professional Affiliations

  • Chartered Financial Consultant (ChFCยฎ)
  • Board of Directors, Pacific Portfolio Trust Company

Community Involvement

  • Cystic Fibrosis Corporate Advisory Board, Member
  • LeMay Americaโ€™s Car Museum, Board Member
  • Seattle Mariners/Cystic Fibrosis Golf Tournament, Title Sponsor

Ask Me About

  • Generational wealth planning
  • Trust and asset protection
  • Investment management
  • Institutional fiduciary investment management

Related Services

  • Private Client Services
  • Corporate Retirement Plans
  • Institutional Investment Management and Consulting