Navigational Wealth Planning, Inc. offers financial direction with discernment to Marietta and Atlanta families, individuals and small business owners. We offer two specialized areas of expertise to cater to the needs of our client: fee-only, comprehensive financial planning and retirement income planning and fee-based, investment advisory services. Fee-only financial planning services are offered as a stand-alone engagement as part of our commitment to prudent objectivity in our analysis and recommendations. So, if you are seeking a Certified Financial Planner™ welcome! We are glad you found us!

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.