Most Wealth Managers have one goal – to manage your assets for a fee. Granted, they are bound by the same ethical standards – to put your needs ahead of their own – but let’s face it, they want your money. Conversely, Financial Navigators was founded in 1996 as a consulting firm, with the solitary goal of helping people. It’s as simple as that. We help people. We help them to learn and grow, budget and save, all while trying to maneuver life’s unforeseen challenges and successes. We recognize that everyone has a story that is unique and their “financial plan” should also be unique.
Our consulting engagements with employers provide one-on-one financial planning services for the employees of our corporate clients. You could say our “niche” is in serving physicians and employees of medical providers. We also serve unions, research organizations and educational entities. These engagements foster long-term relationships, year after year, that continue long past retirement.
Today we still see ourselves as a Consulting Firm, that by default, has become a Wealth Advisor. You see, the people we serve in our consulting relationship view the natural conclusion of our work, instead of ending, to continue with personalized financial planning services. This relationship lasts throughout the generations.
Whether you are an employer seeking a consultant to provide Fiduciary services for your retirement plan, or you are an individual investor seeking guidance with your financial planning, “Navigate” in and give us a look.