Navion Financial Advisors

Navion Financial Advisors is a small financial advisory firm based in Davis, California, with 5 to 9 employees. The company generates an annual revenue of $2.5 million. Navion Financial Advisors specializes in providing personalized financial planning services tailored to the unique needs and goals of each client. Navion Financial Advisors offers a range of financial planning services, from one-hour consultations to comprehensive financial plans and ongoing portfolio management. Their approach emphasizes understanding clients' values and goals, incorporating them into a plan that helps them make the most of their lives. The company differentiates itself by offering hourly consultations for specific financial questions, allowing clients to access expertise on a flexible basis. They also prioritize transparency by clearly outlining the services provided and associated costs. Navion Financial Advisors believes that good financial planning is not just about numbers but also about understanding and addressing the personal needs and aspirations of their clients. To schedule a complimentary, no-obligation consultation, visit Navion Financial Advisors' website at nfadvisors.com.