Overview

Are you a fee-only RIA firm or solo practitioner seeking a trusted partner for continuity and succession planning? Navalign is here to help. With a track record of successfully assisting financial advisors in retiring and seamlessly transitioning their clients with an impressive retention rate of 95%+, we understand the importance of preserving client relationships and ensuring a smooth handover.

As a fiduciary, fee-only RIA firm, Navalign is committed to acting in our clients' best interest. Our team consists of four partners, ranging in age from 36 to 56, and five additional talented members. We boast a wealth of expertise, holding multiple esteemed designations such as CFP®, CFA®, and more.

At Navalign, we specialize in comprehensive financial planning, providing our clients with personalized advice that aligns with their unique needs. Our dedication to excellence has earned us industry recognition and media features in reputable publications like the LA Times, InvestmentNews, The Wall Street Journal, Investopedia, and more.

With a growing, multi-generational client base, we understand the importance of cultivating strong client relationships built on trust and integrity. Our comprehensive wealth management services, financial planning expertise, and ERISA 3(38) retirement plan services make us a valuable partner for advisors looking to ensure the continued success of their clients.

If you're ready to discuss continuity and succession planning, Navalign is here to partner with you through the process, offering expert assistance and a commitment to preserving your clients' best interests. Connect with us today to explore how we can help you transition smoothly and confidently into the next phase of your professional journey.

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