A complete list of active advisors currently associated with Navigator Financial LLC

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

Navigator Financial provides fee-only financial planning and investment management to individuals, trusts, and estates. Services include personalized portfolio management on a discretionary or non-discretionary basis and standalone financial planning engagements offered on hourly, fixed-fee, or ongoing arrangements. The firm’s approach emphasizes individualized asset allocation informed by methods such as fundamental and technical analysis, and includes comprehensive planning topics such as retirement and Social Security optimization, pension election analysis, tax and cash‑flow planning, debt and divorce planning, college funding, and legacy planning. Navigator Financial states it operates under a fiduciary standard, does not sell commissioned products, and will only facilitate insurance or product recommendations without accepting commissions. Compared with peers, the firm operates at a very small scale—managing a limited number of client relationships with roughly $4.1 million in assets—and does not impose a formal account minimum while offering a family‑pricing arrangement that reduces fees for additional relatives tied to a primary family relationship. The brochure also discloses specific governance features that are less common, including a five‑day personal trading blackout around client trades, the option for the firm to vote proxies only on matters with clear economic effect, and a minimum monthly account review cadence with more frequent monitoring in volatile markets.

To learn more about the advisors currently working at Navigator Financial 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.