NAVIGATION GROUP LLC
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About the firm
Navigation Group provides independent, objective planning and investment advice. The firm starts with understanding what clients value and why, offering discovery, planning, guidance, and partnership to help clients map their course toward financial independence. They serve as a strategic partner providing professional guidance to help clients address financial concerns and pursue their goals with confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management, stock strategies, and asset management, along with personalized financial planning services including retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, and profit sharing plans. Investment products include bonds, common stock, IRAs, brokerage accounts, and variable annuities. Insurance services include disability income, life insurance, and long-term-care insurance.
Who they serve
A diverse mix of successful individuals, families, and business owners that recognize the important role that professional guidance and a comprehensive wealth management strategy plays in the pursuit of financial stability and independence, including those who are retired or approaching retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 76 | $43M |
| High Net Worth Individuals | 254 | $887M |
| Charitable Organizations | 6 | $19M |
| State/Municipal Entities | 3 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NAVIGATION GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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