Toby Weber - Waverly Advisors

Partner, Wealth Advisor

CFA®

Toby Weber joined Waverly Advisors in January 2026 after Pure Portfolios was acquired by Waverly Advisors, LLC. Toby joined Waverly as Partner and Wealth Advisor.

Toby was an owner and managing partner for Pure Portfolios since joining the firm in 2021. Prior to that, Toby Weber was the Managing Partner at Northwest Wealth Advisors, joining in 2016 after a twenty-year career in Corporate Finance at Oracle, ECS, and ESCO Corporation.

Toby has a passion for investing, an innate ability to take complex issues and explain them simply, and a strong desire to help others. He applies this to wealth management by analyzing client financial pictures and creating a clear and achievable path and game plan to help them accomplish their goals.

Toby is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Portland. Toby is a current Board member of Central Catholic High School’s Endowment Committee and a former Board member of the West Linn-Wilsonville Education Foundation.

Away from the office, Toby is an enthusiastic tennis player and golfer who appreciates the competition and camaraderie these sports create. He also enjoys reading and spending time with his wife, Nikki, and their five children in the beautiful Pacific Northwest.

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.