What's New?


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!

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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.

Important Disclosure

Navion Financial Advisors, LLC (Navion) is a Registered Investment Adviser located in the State of California.  Navion and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which Navion maintains clients. Navion may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

Navion’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Navion’s web site on the Internet should not be construed by any consumer and/or prospective client as Navion’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.  This information is for information purposes and does not constitute a recommendation for the purchase or sale of securities.  Individual investment decisions should be made on the basis of each investor’s financial condition, suitability and risk tolerance.  Investments may be volatile and can involve the loss of principal.  Past performance is no guarantee of future returns.

Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Navion.  Any subsequent, direct communication by Navion with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of Navion, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.

A copy of navion’s current written disclosure statement (Form ADV Part II) discussing Navion’s business operations, services and fees is available from Navion upon written request.  Navion does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Navion’s web site or incorporated herein and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Navion Form ADV