A complete list of active advisors currently associated with Navwell Advisors

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

The firm provides investment management and financial planning to individuals and high‑net‑worth individuals, offering both ongoing and project‑based planning engagements as well as discretionary portfolio management. It also assists clients in selecting outside managers and may recommend third‑party professionals (attorneys, accountants, insurance agents) when appropriate. The adviser’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with a tilt toward passive management using mutual funds and ETFs and consideration of tax and risk factors in portfolio construction. To implement models and scale services, the firm uses third‑party execution and model platforms (including a robo‑advisor program and a model marketplace) and conducts periodic reviews of outside managers it recommends. Notable for a small, recently formed independent adviser, the firm combines a solo‑advisor model with institutional experience and a CFP®‑qualified principal, and it relies on multiple platform options (traditional custodial relationships alongside automated and model marketplaces) rather than a single execution channel. The firm also executes client accounts on an individual basis rather than aggregating block trades and operates as a fee‑only adviser that does not accept commissions.

To learn more about the advisors currently working at Navwell Advisors, 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.