(763) 265-4450 | hello@FPNavigators.com

Getting To Know Us

We don’t remove complexity. We navigate it.

Financial Planning Navigators is comprised of two advisory teams that share an office. Although each team serves its own group of clients, they routinely collaborate to best serve you, your family, and your business. This setup gives you access to a broad range of perspectives and expertise.

Our fiduciary obligation to you.

Our Planning Philosophy

When you work with a financial advisor, you’re looking for a trusted partner to help you meet your goals, and we take this seriously. Our financial advisors adhere to a Fiduciary Standard, which means we are required by law to act with loyalty to our clients and their interests.

Our CERTIFIED FINANCIAL PLANNER™ professionals commit to the CFP Board’s Fiduciary Duty that they will act in their client’s best interests at all times when providing financial advice to a client. Learn more about the CFP Board’s Code of Ethics and Standards of Conduct.

Making these commitments is not only the right thing to do; it allows us to build relationships built on the most important thing of all—trust.

Retirement Planning

Our Investment Philosophy

We are committed to harnessing the power of diversification to enhance our clients’ portfolios.

Our approach starts with a comprehensive analysis of the global investment landscape, allowing us to identify and select highly performing and cost-effective instruments.

Our team carefully manages tax considerations to ensure optimal after-tax returns for our clients. We conduct regular portfolio maintenance, inclusive of providing sufficient cash liquidity and monitoring portfolios for rebalancing opportunities, to capitalize on market fluctuations.

Alex Braun, CFA, serves as Investment Director and holds the Chartered Financial Analyst® designation. The CFA® designation is awarded by CFA Institute to individuals who have met rigorous requirements for education, examination, and professional experience and who are committed to adhering to the CFA Institute Code of Ethics and Standards of Professional Conduct. Learn more about the CFA’s Code of Ethics and Standards of Professional Conduct.

Meet the FPNavigators team
Financial Advisors

More from us. Right for you.

At Financial Planning Navigators, we’ve built a company where what’s most important is what’s right for the people we serve. We take your future as seriously as you do and are committed to paving the path to your goals and dreams.

If you’re looking for a boutique financial planning firm that puts you at the center of everything we do, you’re in the right place. Expect to work with a detail-oriented, resourceful group of professionals who value you and your time—and yes, provide in-house customer service.

Life may be full and yes, even complicated. We’re here to guide you through the adventure.

What’s possible for you?

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.