Navigate Financial Advisors Inc
www.chartthepath.comNavigate Financial Advisors was founded to create a premier quality financial advisor model that provides real-world solutions...all featuring an innovative "fee-only" structure focused only on results. The company is an alternative to the commission-based model, which incentivizes financial advisors to sell unneeded and inappropriate financial products to clients. Fee-only financial advisors are Registered Investment Advisors with a fiduciary responsibility to always act only in their client's best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice. We are focused on building trust and long-term relationships by establishing goals and achieving results. It's simple: As your fiduciary, we pledge to always act only in your best interest. Navigate Financial Advisors offers its clients a comprehensive financial plan, including all of the items listed under "Company Specialties," or you can choose the individual options that best meet your needs. One of our most popular specialties is our professional portfolio management. This program is designed for clients who don't have the time, experience or interest required to undertake the research necessary to successfully manage a portfolio. We have found that staying on top of market trends and learning about the many attractive investment opportunities available takes several hours of research and analysis each day. Robert "Andy" Anderson has an extensive background in both personal and business finance. As a result, he is able to offer our clients a more holistic approach to their financial planning and investing.
Read moreNavigate Financial Advisors was founded to create a premier quality financial advisor model that provides real-world solutions...all featuring an innovative "fee-only" structure focused only on results. The company is an alternative to the commission-based model, which incentivizes financial advisors to sell unneeded and inappropriate financial products to clients. Fee-only financial advisors are Registered Investment Advisors with a fiduciary responsibility to always act only in their client's best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice. We are focused on building trust and long-term relationships by establishing goals and achieving results. It's simple: As your fiduciary, we pledge to always act only in your best interest. Navigate Financial Advisors offers its clients a comprehensive financial plan, including all of the items listed under "Company Specialties," or you can choose the individual options that best meet your needs. One of our most popular specialties is our professional portfolio management. This program is designed for clients who don't have the time, experience or interest required to undertake the research necessary to successfully manage a portfolio. We have found that staying on top of market trends and learning about the many attractive investment opportunities available takes several hours of research and analysis each day. Robert "Andy" Anderson has an extensive background in both personal and business finance. As a result, he is able to offer our clients a more holistic approach to their financial planning and investing.
Read moreCountry
State
Colorado
City (Headquarters)
Littleton
Employees
1-10
Founded
2012
Estimated Revenue
$1 to $1,000,000
Social
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President and Owner
Email ****** @****.comPhone (***) ****-****