Waverly Advisors
Wealth Advisor
CPA

Nathan Ellyson

Nathan Ellyson joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. He serves as a Wealth Advisor for the firm. Nathan decided to put his investment, business, and tax knowledge to work after he owned and operated his own business with his father. As a former business owner, CPA, and veteran, Nathan brings valuable experiences to help meet clientsโ€™ needs.

Upon graduation, Nathan worked in public accounting as a tax CPA. His experience includes tax planning, advising on complex tax matters for high-net-worth individuals and their businesses, and resolving federal and state audits. During his time in public accounting, Nathan served in the Georgia Army National Guard. Following his years in public accounting, Nathan, along with his father, started and grew a family business which successfully served the community for over 7 years.

Nathan lives in Peachtree City with his wife, Laura, and their two children, Evan and Harper. In addition to spending time with his family and attending his childrenโ€™s sporting events, Nathan enjoys golfing and fishing.

Specialization

Areas of Expertise

Retirement Planning & Income Strategies

Retirement income optimization, withdrawal strategies, and Social Security planning.

Multi-Generational Wealth Planning

Family wealth continuity, values-based planning, and legacy design.

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 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.

Education

  • Bachelor of Business Administration (Accounting) – Mercer University
  • Master of Accountancy – Kennesaw State University

Community Involvement

  • The Eden Project – Board Member
  • Church Sunday School Volunteer
  • Volunteer Youth Sports Coach
  • Fayette Chamber of Commerce – Board Member

Ask me About

  • Retirement Planning
  • Generational Wealth Planning
  • Investment Management
  • Business Transaction Advising