What does Navigant Advisory Group do?

Navigant is a referral service that connects individuals and businesses with qualified trusted financial professionals for guidance. We do not manage client funds or custody assets.

Who does Navigant Advisory Group serve?

Navigant serves businesses wanting to improve employee financial wellbeing and individuals seeking guidance or a connection to a financial professional.

Where is Navigant Advisory Group located?

Navigant has offices in Minneapolis, Houston, and Bethesda, by appointment only.

Does Navigant manage my money or custody assets?

No. Navigant is an independent connector, not a direct advisor, broker-dealer, or custodian.

Aerial view of Horseshoe Bend curving around the Colorado River

“Not to reach one's goals is not nearly as bad as having no goal to reach.”
Benjamin Mays

Retirement benefits management, done right.

Navigant Advisory Group helps organizations strengthen the retirement plan their people depend on, and helps employees turn a paycheck into a real plan for retirement. Plan design, participant education, and plan sponsor education, managed as one program.

Plan Design:

a plan structure that fits your workforce, your budget, and your goals.

Participant Education:

one-on-one coaching, retirement readiness, and practical help with debt and savings.

Plan Sponsor Education:

clear guidance on fiduciary responsibilities, committee process, and plan costs.

Plan types

Retirement plans we support

We help employers manage retirement benefits across 401(k), 403(b), SEP IRA, SIMPLE IRA, and Defined Benefit Plans, including Cash Balance and Traditional Pension plans. Organizations of every size are welcome.

401(k)403(b)SEP IRA SIMPLE IRA Defined Benefit Plans (Cash Balance & Traditional Pension)

At a glance

What to know about Navigant

What Navigant is: Navigant Advisory Group is a referral service that connects individuals and businesses with qualified trusted financial professionals. We do not manage client funds or custody assets.
Who it serves: Businesses wanting to improve employee financial wellbeing and individuals seeking guidance or a connection to a financial professional.
Locations: Minneapolis, Houston, and Bethesda (by appointment only).
Retirement plan types: 401(k), 403(b), SEP IRA, SIMPLE IRA, and Defined Benefit Plans including Cash Balance and Traditional Pension plans.
What we do not do: We do not manage client funds, custody assets, or act as a broker-dealer or investment adviser.

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Retirement Resilience

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Plan Participants

Resources

Services

Frequently asked questions

Questions about Navigant

What does Navigant Advisory Group do?: Navigant is a referral service that connects individuals and businesses with qualified trusted financial professionals for guidance. We do not manage client funds or custody assets.
Who does Navigant Advisory Group serve?: Navigant serves businesses wanting to improve employee financial wellbeing and individuals seeking guidance or a connection to a financial professional.
Which retirement plan types do you support?: The plan types include 401(k), 403(b), SEP IRA, SIMPLE IRA, and Defined Benefit Plans including Cash Balance and Traditional Pension plans.
Where is Navigant Advisory Group located?: Navigant has offices in Minneapolis, Houston, and Bethesda, by appointment only.
Does Navigant manage my money or custody assets?: No. Navigant is an independent connector, not a direct advisor, broker-dealer, or custodian.

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