We believe that comprehensive planning can open up a world of possibilities for you and your family.
Many of us go through life without any financial guidance.
Taxes, investments, insurance – it can be a mystery for some, and a guess for others. But it doesn't have to be.
Is This You?
Busy Families
Raising a family, and caring for aging loved ones, can get complicated.
We want to support your goals and growing family by taking some of the financial burden away.
Want More From Their Advisor
We view financial planning as a longterm relationship, and one that we invest deeply in. We want you to feel like more than another folder in a filing cabinet.
You'll receive thoughtful, personalized advice and a plan designed specifically for your goals, needs, and ambitions.
Thriving Business Owners
As a fellow [thriving] business, we love to partner with entrepreneurs and business owners.
We understand the unique challenges and major opportunities that come with smart financial planning.
That's where we come in.
We'll be your dedicated, easily-reachable resource for questions, advice, and looking ahead.
Because the right financial moves can be life-changing.
Your Advisor
Anthony Navarro
Founder + Principal Financial Advisor
For Anthony, life has always been a migration.
Moving towards family, health, and a better life has been a driving force. After honing his expertise through a thriving career in sales, he realized a natural passion for personal finance.
To be able to support others in realizing their dreams through an educational approach to financial planning gives Anthony energy, and a deep commitment to serving others.
He founded NOMADIC WEALTH as a haven for growing families and successful business owners to find honest, quality advice and reliable partnership.
"Finance is about connection, values, and freedom."
Good Questions:
No, we have no account minimums. We aim to support individuals and families of varying levels.
Our services are based on the kind of relationship you want.
Nomadic Plans are single engagements, comprising a 3-month period in which we will provide financial advice and a tailored plan as needed for your situation. This is best for project-based or short-term planning needs.
Our Wealth Guidance service is our most typical and popular service. This is ongoing planning and comprehensive guidance, with annual meetings, regular reviews, and access to an advisor whenever you need. For most families, this service provides the level of support to reach important financial goals.
More questions? See our Services page for more info.
Well, we don't sell products, for one thing. Our advice is as a fiduciary, meaning we serve only your needs and interests.
The main factor is a personal one. We value relationships and creating a truly personal experience. We work to get to know you, your business, your family, and what matters most to you.
Imagine going to a big chain store and asking for help, versus your favorite local shop where they greet you by name the moment you walk in. It's not as common to find that in the financial space, and that's a big reason we founded Nomadic Wealth!