Nathan Williamson

As the Lead Client Success Advisor, Nathan serves as the primary relationship manager and trusted point of contact for our clients, ensuring their financial goals are understood, prioritized, and consistently supported. His role blends strategic advisory responsibilities with a client-first approach, guiding individuals and families through financial planning, investment strategies, and wealth management solutions that are both tailored to their needs and in line with our unique philosophy.

Nathan started his journey in financial services nearly a decade ago by launching his own business, where he earned several securities licenses and built a passion for helping clients navigate complex decisions. From there, he moved to an independent financial firm and became a registered investment advisor, working with a team that managed close to $1 billion in assets. Inspired by Waystone Advisors non-traditional approach, Nathan took the opportunity to become Lead Client Success Advisor, and now supports the Waystone community as they pursue financial independence.

In service to his continued development as a dedicated financial professional, Nathan is currently pursuing his Certified Financial Planner (CFP®) designation, as well as planning ahead for a Ph.D. in finance, with a focus on blending academic insight and real-world experience to make finance more accessible and impactful for the people we serve.

Outside of work, Nathan loves all things outdoors: hiking, kayaking, camping, etc. He tries to get up to Washington State as often as he can to enjoy the plethora of outdoor activities. He is also a proud cat dad who runs Dungeon’s and Dragons games with his friends every Sunday!