What's New?

Announcements

New telephone System

Next week we are scheduled to implement a new telephone system, so if you have any difficulty getting through, please be persistent. The vendor assures us everything will go smoothly, but...

By Appointment Only

We are changing the walk-in policy at our office location here in Davis. We are all out "in the field" more and more, so we will receive visitors by appointment only.

Who Do You Know?

Navion is currently offering advisors in the broker-dealer environment a path to true independence.   If you or someone you know would benefit from being part of a team of fiduciary advisors, let us know!

Does your portfolio reflect your tolerance for risk? Use this online questionnaire to find out.

Looking for Something?

If you do not see a recently posted article under Our Blog, click on Market Commentary. It seems our web provider takes a few hours sometimes for new items to show. Thanks!

For previous blog posts, click on Blog & Market Commentary above.


A Brief History

Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility.  Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis.  Others want to ongoing assistance.  Most want to know what it is they are paying for, and how much.  By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service the client desires.  From a one hour consultation for a specific question, to a comprehensive financial plan, to ongoing portfolio management, the client decides what will best fit their wants and needs.

There are many facets to financial planning.  The one principal common to all of these areas is that decisions – and the advice that results – should only come after thorough examination of all the pertinent factors have been examined.

This labor intensive process requires not only the abilities of a Certified Financial Planner™ Professional[i], but also that of a well trained, skilled support staff.  This combination enables Navion Financial Advisors to serve a diverse mix of clients all across the country, helping them – and you – to work toward your financial objectives.

Our People

Joel A. Larsen, CFP®, AIF®

Steven B. Anderson, CFP®, PhD

Carol MacDonald

Associate Advisors

Our Process

We begin each engagement with a complimentary consultation in order to become acquainted and to understand your needs.  We ask you to set priorities, so that we can then determine the best course of action.  We give clients to option of financial planning only, investment management only, or both.


 

[i] CFP®, CERTIFIED FINANCIAL PLANNER™ and   are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.