Our STORY

Privately owned businesses are the embodiment of entrepreneurial families who, at a defining moment, took a calculated risk and invested in their vision. This risk altered the trajectory of those families by creating a business and offering a playing field of freedom to achieve what they desire in both work and life. This pursuit is the essence of the American Dream, and privately held businesses play a pivotal role in the success, progress, and culture of our communities. However, statistics indicate that only a limited number of companies transcend the first generation of ownership. Navigators Advisory Group aspires to disrupt this trend by empowering families and future leaders to carry the torch forward and ignite lasting legacies. We are focused on catering to the needs of privately held business owners, addressing their business, personal, and financial planning requirements.

Many years ago, we identified a significant gap in the financial advisor community's service to small and medium-sized business owners. Reasons ranged from; most bank and wirehouse advisors not being fluent in the language of business owners, to difficulties in identifying ways to offer advice due to a lack of liquidity on the balance sheet, and a general lack of education in the disciplines of business and comprehensive planning. Recognizing this opportunity, our team delved in, crafting a service offering that continues to evolve and adapt to the unique needs of this clientele.

Remaining adaptable to technological, market conditions, and economic changes, our team and services have stayed current. As our clientele expanded, so did our influence and our understanding of the resources and inner workings of the financial industry. Encouraged by our entrepreneurial clients, we embarked on our own journey to build a brand that authentically represents our service and value in the marketplace—a brand that is truly 'us.'

In 2022, our team made the decision to establish our own firm, aligning with industry-leading financial resources to elevate the caliber of service for our current and future clients. The loyalty and support of our client relationships were the foundation of this success. In 2023, our brand, Navigators Advisory Group, was launched, and our team began to expand. We feel grateful for God’s presence throughout this journey and feel blessed about what is and what will come.

In the realm of business ownership, every Captain seeks a Navigator to help them 'plan a path through mighty waters.' We are honored to be that Navigator for numerous exceptional companies.