Navigation Group

Navigation Group is a finance and wealth management startup founded in 1998. The company's slogan, "ENVISION THE JOURNEY WITH A TEAM COMMITTED TO PUTTING YOUR INTERESTS FIRST," reflects its commitment to personalized professional wealth planning and management services tailored to the specific needs of each client. The firm prides itself on having an industry-leading team of professionals with a single focus: to be proactive, dedicated advocates bringing clarity of purpose to generations of clients.

Navigation Group distinguishes itself by starting with conversation rather than leading questions, and by beginning with "why?" instead of focusing solely on valuables. The firm's registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor and member of SIPC (sipc.org).

The financial professionals associated with Navigation Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. It's important to note that third party posts found on Navigation Group's profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Navigation Group operates in the intersection of finance, financial services, and wealth management, catering to the individual needs of its clients. While the exact headquarters location and recent investment details are not provided, the firm's dedication to client-focused services and independent wealth management is evident in its long-standing presence in the industry.