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.

Comprehensive 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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Tax Planning

Tax planning is a forward looking process of doing everything within your legal rights to minimize taxes over the course of your lifetime, and beyond. Certified Financial Planner professionals are great options for tax planning, and can help ensure the implementation of your tax planning is properly reflected in your tax returns.

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Estate Planning

From working closely with your attorney, to streamlining the entire trust document service, to serving as your family's professional trustee. Navigoe has you covered in helping ensure your wealth transfer goes smoothly and the results reflect your families goals.

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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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