A complete list of active advisors currently associated with Navalign, LLC

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

Navalign advises individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and business entities, offering discretionary asset management along with financial planning, consulting, and pension plan advisory services. The firm implements client strategies directly and through third‑party money managers or separately managed account (SMA) relationships as part of its service mix. The firm emphasizes continuous, tailored portfolio supervision with at least quarterly reviews and uses fundamental analysis alongside a range of trading horizons, including long‑term holdings, short‑term purchases, and active trading. Portfolios may include individual stocks and bonds, mutual funds, ETFs, cash management vehicles, and may be rebalanced or delegated to sub‑advisors depending on client needs. Navalign is notable among similar team firms for employing derivatives (options) and borrowing (margin) in client accounts and SMAs, and for explicitly discussing the risks of these leveraged and active trading strategies. It also serves ERISA plan sponsors in a 3(38) fiduciary role and discloses receipt of custodial support and soft‑dollar benefits from its recommended custodian, a potential conflict of interest the firm documents.

To learn more about the advisors currently working at Navalign, LLC, 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.