Nathan Oney - Waverly Advisors

Administrative Assistant

Nathan joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. Nathan serves as an Administrative Assistant at Waverly. He holds a Bachelor of Science in Accounting from Miami University Business School in Oxford, Ohio. With a solid foundation in bookkeeping and tax preparation, Nathan has gained extensive prior experience working at a tax firm where he handled both tax and bookkeeping tasks. Currently, he is expanding his expertise into wealth management, aiming to become a versatile professional in the financial sector. Nathan is passionate about serving clients and making a positive impact on their lives, as well as supporting his peers to ease their workload. He enjoys solving a problems, whether they are related to tax, bookkeeping, or technology.

Outside of his professional life, Nathan is actively involved as a Co-Advisor for a Miami University Recreational Activity Club. He also enjoys spending time with friends and family, playing board games and card games, and participating in social events as an alumnus of Miami University.

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.

Education

Miami University Business School, Oxford, Ohio
Bachelor of Science in Accounting

Community Involvement

Co-Advisor for a Miami University Recreational Activity Club