Our Services

For over 20 years, Navigoe has been providing fee-only, fiduciary financial planning services, delivered by CERTIFIED FINANCIAL PLANNER™ professionals. Our company name is a tribute to our sole mission: to help you navigate the complicated financial waters with a wide array of customized services.

Wealth Management

Proper wealth management is an ongoing process of navigating through all the complex aspects of your financial affairs. While most firms equate wealth management with investment management, we know investment management is just one piece of the overall skills and duties necessary to reach your goals.

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Investment Consulting

More than simple mutual fund or stock selection, Navigoe’s investment consulting is a comprehensive, holistic process of developing your personal Investment Policy. This includes implementing an asset allocation, managing your investments over the long term, applying proper tax location practices and maximizing cash flow.

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Employer 401(k) Plans

Improving the 401(k) experience for business owners and their employees is the essence of Navigoe’s retirement plan services. Our professionals help you manage plan costs, simplify and monitor proper investments, gain access to the latest technology and educate employees so they can make more informed decisions.

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Limited Engagement Financial Planning

Looking for financial guidance without the long-term commitment? Our Limited Engagement Financial Planning is a great way to get advice ASAP from a CERTIFIED FINANCIAL PLANNER™ professional.

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Trusts

Trust administration is difficult for even the most experienced investors. With Navigoe’s trust services, you gain a partner who handles all the laborious duties of trust administration, while involving your loved ones and estate planning team in the process.

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How we work

Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.

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Meet the team

Much like sailing, having a smooth financial voyage requires having the right crew. Each member of our team has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted.

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Take the next step in your financial journey?

Get in touch to tell us more about your plans and see if we might be the right co-captain for you.

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