Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

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.

      Read more

      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.

      Read more

      Our Locations

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

      Read more

      Insights

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

      Biotech Industry
      Blog
      The Promise of the Biotech Industry and ...

      I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from frequent infections. The US spends about $400,000 per patient each year trying to repair the damaged skin, only to see a new patch fall off. Doctors can turn to antibiotics, steroids and skin grafts, but because this is a genetic disease, the underlying issue remains.

      Read More
      Video
      Getting the Most Out of Your College ...

      Carson’s Senior Wealth Planner Beth Schanou and Director of Retirement Research Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar

      Read More
      Market Commentary
      Market Commentary: Inflation Could Be On the ...

       Producer prices climbed 4.2% last week (Figure 1). Energy prices contributed to the largest gain since the index rose 4.5% in September 2011. The jobs market continues to see a high level of initial jobless claims while steady progress is being made in reducing the number of unemployed receiving continuing benefits. Last week initial claims rose 16,000 to 744,000 and continuing claims dipped by 16,000 to 3.7 million.

      Read More
      tax tips, financial planning
      Monthly Newsletter
      How a 529 Plan Can Help You Save ...

      Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.

      Read More
      Blog post
      • Traditional or Roth – Which IRA Works for You?

        Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. Read more

      Weekly Market Commentary