A complete list of active advisors currently associated with FPNavigators

Warmer can help you find a great advisor at FPNavigators or one who fits your needs even better.

FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers ongoing portfolio management, project‑based and ongoing financial planning, and formal retirement plan services under written agreements with plan sponsors. The firm applies a mix of Modern Portfolio Theory and both fundamental and technical analysis to construct diversified portfolios tailored to each client’s risk tolerance and goals, and it may recommend third‑party managers (TAMPs) when appropriate. FPNavigators conducts periodic reviews at least annually, provides rollover and distribution advice to retirement participants, and discloses that it may rely on Prohibited Transaction Exemption 2020‑02 when applicable. What is notable about the firm relative to many peers is its participation in wrap fee programs as a portfolio manager—a service model that fewer team‑category firms provide. In addition, the firm discloses the ability to act in multiple ERISA roles for retirement plans (including discretionary 3(38) investment manager and non‑discretionary 3(21) fiduciary capacities) alongside offering business and employer‑plan consulting and participant education.

To learn more about the advisors currently working at FPNavigators, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.