JDog Stats


About Us

A BRIEF HISTORY

Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility. 

Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis. Others want to ongoing assistance.  Most want to know what it is they are paying for, and how much. 

By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service the client desires. 

From a one hour consultation for a specific question, to a comprehensive financial plan, to ongoing portfolio management, the client decides what will best fit their wants and needs.

There are many facets to financial planning. The one principal common to all of these areas is that decisions – and the advice that results – should only come after thorough examination of all the pertinent factors have been examined.

This labor intensive process requires not only the abilities of a Certified Financial Planner™ Professional [i], but also that of a well trained, skilled support staff. 

This combination enables Navion Financial Advisors to serve a diverse mix of clients all across the country, helping them – and you – to work toward your financial objectives.

Joel A. Larsen, CFP ® , AIF ®

Joel A. Larsen, Certified Financial Planner , Accredited Investment Fiduciary , is a specialist in financial planning for individuals, corporations and non-profit organizations. 

 His practice includes both hourly and comprehensive financial planning, retirement and estate planning, investment management, insurance, employee benefits, fiduciary services, corporate retirement plans, and educational services. 

Joel has clients all across the United States and in Europe.   
Read More

Steven B. Anderson, CFP®, PhD

Steven Anderson, CFP ® , PhD is career changer with a passion for personal financial planning. He grew up in the financial industry, as his father was Ed Anderson, who passed in 2012. A partner with Tweedy Browne from 1968 until 1983, Ed was an original member of “The Graham Group” with Warren Buffett and took pleasure in the group’s annual gatherings and learning from each of the individuals.

With this as his background, Steve made his first mutual fund investments in 1979 at the age of 10. He went on to obtain a PhD in Ecology from UC Davis, and had a successful career as a scientist, but returned to his financial roots in 2004. He joined Navion in 2008 and is now a Senior Financial Planner, using his trained mind and eye for detail to produce excellent financial plans. 


Read More

Carol MacDonald, RP ® , Operations Manager

Carol MacDonald, Registered ParaPlanner , Operations Manager, is dedicated to providing outstanding client service. She is organized, efficient, friendly, and clients appreciate the clarity of her explanations in regard to their questions. 

In addition to office administration, she maintains firm compliance, directs the Intern Program, and assists in portfolio review and financial planning. 

Carol has 25 years combined experience in office administration and customer service with 16 of those years specifically in the financial services industry.

Read More
Share by: