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Navalign Wealth Partners
Doctors in a meeting

Whether you’re a primary care physician, an administrator or surgeon, working as a healthcare professional comes with unique financial challenges and opportunities.

Have questions about reducing taxes and maximizing retirement benefits? Need help balancing lifestyle goals with paying off med school loans? We help take care of your financial goals, so you can keep caring for your patients. As your financial advocate we collaborate with your accountant, attorney and other trusted advisors, ensuring your best interest always comes first.

You diagnose patients, recommend treatments, and care for those in need. Wouldn’t it be nice to have a team of financial experts who understand the unique complexities of investing and financial planning for medical professionals like you?

Let us help you build wealth and navigate financial decisions aligned with your life goals. We’d like to show you how you can benefit from our extensive experience working with doctors and medical professionals at all types of practices.

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.