An Enduring Wealth Advisory Firm
Built for the Journey.
Who We Are
Naviant is a partnership of like-minded and like-hearted advisors helping families and individuals navigate toward their long-term financial goals through timeless wisdom and exceptional resources.
Born from Our Family Offices
Naviant was built out of our founding partners’ family-offices—real families, real complexity, real stewardship decisions. That lived experience shapes how we serve.
When you hire a Naviant advisor, you gain a financial partner backed by a team that understands the weight, responsibility, and opportunities that come with managing wealth.
Services Built on Stewardship
From private-client planning to multi-family-office services, we equip our clients to navigate every stage of their financial journey with clarity and conviction.
Being built for the journey means we walk with families across seasons, decades, and generations, helping them make choices today that build into enduring impact tomorrow.
A Team United in Values
Rooted in lived family-office experience, Naviant is built on the core values of service first—supported by hard work, integrity of heart and an unwavering commitment to results.
As our team grows, this mindset remains non-negotiable. It is the standard that travels with us – the standard that defines who we are and how we serve.
