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, our Investment Director, hold the Chartered Financial Analyst® designation. He is committed to the highest standards of ethics, education, and professional excellence for our clients. Learn more about the CFA’s Code of Ethics and Standards of Professional Conduct.

Meet the FPNavigators team
Financial Advisors