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.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our investment approach can best be described as Tactical Asset Allocation. Learn More
If you have a civic organization, club, or other group that enjoys guest speakers, we can help. Learn more
Sponsoring a qualified retirement plan can be a smart business decision. It’s a great way to attract and retain key employees. Learn more
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
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
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
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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.
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 are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Navion Financial Advisors is headquartered in Davis, CA. Contact us today to speak with a wealth advisor or financial professional.
Navion Financial Advisors team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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