Nate Willardson (CFP®)

Additional Information

I started CURRENTS because I kept seeing the same gap in how wealth is managed.

I spent nearly a decade at a global private bank advising families on some of the most consequential financial decisions of their lives. That complexity shaped how I think, but I also saw the trade-off: large firms are built for scale. Eventually, your unique family vision gets lost. What’s left is generic advice and a portfolio that looks like everyone else’s.

I built CURRENTS to ensure that never happens.

As a fiduciary, fee-only practice, our allegiance is entirely to you. No commissions, no product incentives, and no institutional constraints. Just a coordinated strategy built around your specific situation, your income, your taxes, your legacy, and the life you actually want to live in retirement.

Outside of work, you’ll find me chasing waves wherever I can find them, holding my own on the pickleball court, and somehow keeping pace with my wife and kids who make it all worth it.

I’d love to connect.