Tim Metz

Tim Metz

Tim Metz joined Waverly Advisors in January 2026 after Pure Portfolios was acquired by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Tim brings years of experience in Investment Management, Retirement Planning, Family Office, and Trust Companies. Tim is passionate about solving complex financial issues and partnering with clients to understand them. Raised overseas in Hong Kong, Tim brings a unique perspective and prides himself on understanding the needs and goals of people with different backgrounds. A graduate of Westmont College in Santa Barbara, California, Tim graduated with a degree in Economics and Business, and as an inductee of the International Honors Society for Economics. Outside of work, he enjoys sailing, hiking, and religiously watching soccer. Tim and his wife can reliably be found trying new restaurants and exploring the Pacific Northwest when the sun is out.

Education

  • Bachelor of Arts in Economics, Westmont College, Santa Barbara, CA.

Ask Me About

  • Financial Planning
  • Investment Management
  • Multi-Generational Family Wealth and Relationships
  • Growing up as a Third Culture Kid in Hong Kong
  • Anything Sailing related
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