Our History & Vision
A Firm that Began Out of Frustration and Fearlessness
Navigoe was created from a dream to establish a truly full-service financial planning firm — one that would deliver financial advice free from the conflicts of interest permeating pay-for-product stock brokerage houses, banks and insurance companies.
This dream started with Navigoe’s founder, Scott Leonard. Back in the early 1990s, when Scott was starting his career in financial services, he quickly became dissatisfied with the way his employers were focused more on product sales than their clients’ needs. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott believed that a client’s goals should be the sole objective, so he set out on a brave new path to provide more personalized financial services.
Setting Sail on a New Journey
In 1996, Scott founded Leonard Wealth Management, the predecessor to Navigoe and a trailblazer in all-inclusive, conflict-free, fee-only wealth management. He built up his team and client base for over 10 years, then did what many people only dream of: He gathered his family, bought a boat and set off on a three-year sailing expedition around the world.
Although it may have seemed risky for Navigoe, Scott knew he had created more than a business — he had built a practice. This practice was much larger than just one single person. It was a whole team of trusted professionals that worked together to serve our clients. This structure helped Navigoe sail smoothly while Scott was traveling, provided the team with a new perspective on how to be co-captains throughout our clients’ financial journeys, and has continued to be a driving factor in our success to this day.