Business Meeting


You spend your time in boardroom meetings, managing key personnel, and watching the bottom line. Being a successful executive comes with its perks, and it also comes with unique financial challenges and opportunities.

Do you have questions about stock options and grants? Seeking sound advice to maximize deferred compensation and other executive benefit programs? We help business professionals save time and build wealth by managing their financial lives more efficiently. As your financial advocate we collaborate with your accountants, attorneys and your team of other trusted advisors, ensuring that your best interest always comes first.

You’re busy managing employees and deploying the right resources. We believe you deserve a team of financial experts who understand the complexities of investing and financial planning for business professionals like you.

We see the impact we make each day by helping busy executives navigate financial decisions that are aligned with their life goals. We’d like to show you how you can benefit from our wealth of experience helping clients make sound financial decisions.

Trusted Financial Advice

We believe financial advice should always be in your best interest. The important financial decisions in your life are more than just numbers, it’s your emotions, your values and your goals. That’s why Navalign partners with you, as a fiduciary financial advisor, to help you navigate important life decisions. If you’re searching for answers to your financial questions, our team of financial experts are here to help.

Financial Planning

Financial planning is more than just a report and recommendations. Financial planning is a process, a discipline we can help you develop to achieve your financial goals. We believe in holistic financial life planning, this encompasses all aspects of your personal finances; cash flow, investments, taxes, risk management, legacy planning, philanthropy and more. Let us show you how fiduciary financial planning can help you understand the future impact of the important decisions you are considering today.

Investment Services

Successful investing requires a disciplined approach with a long-term perspective. Our team of fiduciary investment advisors has experience managing all types of accounts and can customize an investment plan specifically for you. Let us show you how to align your investment portfolio with your personal financial goals and timelines.