Our Story
73% of Americans
Rank finances as the number one source of stress in their life
(SOURCE: 2021 Capital One CreditWise Survey)
Over 1 in 3 People
Have less than $1,000 saved for emergencies and unexpected expenses
(SOURCE: PcW Employee Financial Wellness Survey)
3 out of 4 People
Are unlikely to seek help from a financial planner, but those who do see their stress level drop
(SOURCE: CFP Board and Heart + Mind Strategies Survey)
Our Story
Launched in 2016, MoneyNav was created with a single mission in mind: To provide everyone with access to reliable, valuable, and down-to-Earth financial education so they can plan for today, tomorrow, and their long-term future.
Individuals and employees are looking for reliable experts to help them along their financial journey; however, the overwhelming majority of us will never have the gross lump sum of investable assets required by most financial advisors and wealth managers to become clients. Furthermore, with the flood of blogs and “free” financial guidance across the internet, it can be hard to know which guidance and advice is legit and should be followed.
But people still need help.
MoneyNav is designed to be your self-guided financial planner. We are a group of independent financial advisors who provide guidance and advice to individuals, organizations and their employees. We believe in the fiduciary standard and aim to put your best interests first.
Your money should work for you.
Get the latest tips on how to plan for retirement and make better financial decisions.
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Form CRS: Client Relationship Summary
The Advisors listed on this site may discuss and/or transact business only with residents of states in which they are registered. For a list of state registrations, please visit each Advisor’s website listed in the Author Profile section. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor
Check the background of each Advisor listed on this site on FINRA’s BrokerCheck.