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Waverly Advisors
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Partner, Wealth Advisor
CFA®

Nik Schuurmans

Nik Schuurmans joined Waverly Advisors in January 2026 after Pure Portfolios was acquired by Waverly Advisors, LLC. As Partner and Wealth Advisor, Nik operates using a transparent and pioneering fee structure, to provide a modern wealth management experience for every client. Nik believes access to professional advice should not come with exorbitant fees, misaligned incentives, and conflicts of interest.

Nik pens a weekly blog, hosts the Blind Spots podcast, and creates explainer videos to share his insights into the financial markets, behavioral finance, and financial literacy. His thought leadership has led to him being quoted in several publications including Investor’s Business Daily, Citywire Magazine, Portland Business Journal, WSJ, Investment News, ETF.com, and Financial Advisor Magazine.

Nik has a Bachelor of Arts in Finance from Washington State University and earned the right to use the Chartered Financial Analyst® (CFA®) designation. Nik has served as an adjunct finance professor at Washington State University Vancouver campus. In his free time, Nik enjoys reading, golfing, exercising, coaching club basketball, and spending time with his wife and three children.

[email protected]
971-205-7733
Lake Oswego, OR, Camas, WA
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Specialization

Areas of Expertise

Public Markets Investment Management

Strategic allocation across equities, fixed income, and liquid alternatives.

Portfolio Construction & Asset Allocation

Customized portfolio design aligned with risk tolerance and objectives.

Tax Optimization & Mitigation

Year-round tax planning, projections, and strategy implementation.

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

  • Washington State University – Bachelor of Arts in Finance
  • Chartered Financial Analyst® (CFA®) designation
Published by Nik Schuurmans

Blogs