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Navigate Financial LLC

EST. AUM
$300,205,202

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Salt Lake City
CRD Number  325945
Website navigatefinancial.com
Client types

Overview

Navigate Financial LLC is an SEC-registered RIA based in Salt Lake City, Utah, founded in 2023 by Benjamin Driggs and Tiffany Smith. With approximately $267 million in assets under management, the firm delivers subscription-based, accessible financial planning and advice. Clients—ranging from individuals to pension plans—benefit from services like budgeting, investment planning, retirement guidance, and educational seminars. Its model emphasizes affordability, transparency, and fiduciary dedication.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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