Navigate Financial LLC

Overview

Navigate Financial LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets-fee model and serves both individual/family and institutional clients. Investment activity tilts toward pooled public funds and mutual funds as the core of portfolios, with discretionary management across the client base. Manager allocation activity shows a selective use of third‑party real estate managers for alternative exposure. The firm does not position itself as an ESG investor, and it is not organized as a multi‑state adviser or a capital allocator. Client work centers on conventional wealth-management solutions—mutual funds and annuities—with complementary third‑party real-estate exposures where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices