From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Navion Financial Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Navion Financial Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Investment Management
Our investment approach can best be described as Tactical Asset Allocation. Learn More
Public Speaking & Employee Education
If you have a civic organization, club, or other group that enjoys guest speakers, we can help. Learn more
Qualified Retirement Plan Services for Employers
Sponsoring a qualified retirement plan can be a smart business decision. It’s a great way to attract and retain key employees. Learn more
Financial Planning
Despite the attempts of the big financial firms to co-opt the term, financial planning is so much more than buying an investment or insurance policy. Learn more
Retirement Planning for Individuals
If you are a participant in one of the plans for which we provide advice, you can now link to your plan information via this web page. Learn more
Insurance
It’s not uncommon to hear some people say they “don’t believe in insurance”. Good news – it’s not a religion! It’s a tool for which to manage risk. Learn more
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Personalized Wealth Management
Navion Financial Advisors mission is to provide our clients superior financial planning and investment services that will help them to achieve their personal and corporate goals. We do this by utilizing the financial planning process, then implementing the plan using extensive research and industry resources. We are proud of our professionalism and high standard of ethics. We are a wealth management firm based in serving families, business owners, executives and institutions across the United States and in Europe. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Navion Financial Advisors help you on your financial journey.
INDEPENDENT. GENUINE. FINANCIAL PLANNING.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Navion Financial Advisors is headquartered in Davis, CA. Contact us today to speak with a wealth advisor or financial professional.
Insights
Navion Financial Advisors team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Video
Quarterly Market Outlook: Q3 2021Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook. Click Here to Watch the Webinar
Read More
Market Commentary
Market Commentary: U.S. Stocks Struggle as ...Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in used vehicle prices.
Read More
Blog
What to Consider if You Receive the ...The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
Read More
Monthly Newsletter
3 Succession Planning Strategies for Business Owners Who ...If you’re a business owner, you have far more than money invested in your work. You may be the first to open the door in the morning and walk in on a floor that you’ve mopped yourself.
Read MoreBlog post
Weekly Market Commentary
- Market Commentary: Second Quarter Key Events To Know; Future Growth Expectations Are Mixed
The U.S. economy continued to show signs of a mismatch between demand and supply. Nearly 3 million workers have been unemployed for more than a year; yet, there are 9 million available jobs in the U.S. (Figure 1). Matching those open positions with available workers remains key to a sustained economic recovery.Read more