Navigator Financial LLC

Overview

Navigator Financial LLC is an independent, Connecticut-registered advisory firm organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services that also extend to small-business owners. Its billing mixes percentage-of-AUM arrangements with hourly and fixed-fee options. Navigator does not present itself as an ESG-focused manager, and its regulatory footprint and business model are oriented toward a single-state practice rather than a multi-state platform. It is not structured as a capital allocator or pension consultant, and it does not have related-adviser affiliations listed.

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Investments & Alternatives

Location & Offices