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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)?

Next

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.

First Name*

Last Name*

Email*

Phone Number*

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.

First Name*

Last Name*

Email*

Phone Number*

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.

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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.

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Our Locations

Navion Financial Advisors is headquartered in Davis, CA. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Navion Financial Advisors team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

wmc september 23
Market Commentary
Weekly Market Commentary – September 23, 2019

The Federal Reserve cut interest rates 0.25% last week. While the move was widely expected, various forms of dissent reflected the underlying tensions faced by the Fed. As the accompanying chart shows, interest rates dropped last week but remain above recent lows.

Read More
Roth IRA Conversions, 2019
Monthly Newsletter
Leave Them a Legacy, Not Taxes, with ...

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

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Blog
One Step Forward…

It’s been a while since the last time I wrote one of these missives.  Hopefully you’ve been happy with the content of our other emails that come to you several times per week, along with regular updates to our website.  As the unofficial beginning of fall is here marked by the Labor Day Weekend, I thought it time to fill in any blanks left by all our other communications. Offsetting Indicators As long-time readers know, I use three categories of indicators to develop what I call my “investment posture”.  Those categories are monetary conditions, valuation, and investor psychology.  When all...read the full article

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forbes
News
Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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QMO video
Video
Quarterly Market Outlook: Q3 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce.

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Blog post
Weekly Market Commentary
  • Weekly Market Commentary – September 16, 2019

    Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.Read more