ABOUT US

The harsh reality? Few family businesses survive into the next generation. Countless entrepreneurial legacies wither on the vine despite the blood, sweat, and tears poured into building those enterprises. At Navigators Advisory Group, we're on a mission to rewrite this narrative by empowering entrepreneurs to boldly carry their torches forward — igniting lasting legacies that defy the odds.
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Over a decade ago, our team identified a glaring oversight in financial services. Small and medium-sized business owners were largely underserved by traditional advisors who struggled to understand their unique challenges, liquidity needs, balance sheet make up and need for comprehensive business acumen. We kept our sights focused on this unique market of clientele.

We spotted an opportunity and dove headfirst into supporting entrepreneurs.
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As the landscape shifted, we kept our sights on the horizon. Our clients thrived, teaching us invaluable lessons about the industry along the way. With their support, we transformed into Navigators Advisory Group as an independent firm. This bold move empowered us to provide unparalleled service and tap into premier financial resources.

In 2023 we formally illuminated our brand in the marketplace as Navigators Advisory Group. We maintained the same core team that clients have identified with for all these years. We are positioned better than ever to objectively help clients achieve their desired outcomes. Join us at Navigators Advisory Group, where we'll chart your course together!