Navigation Financial Group

What Navigation Financial Group does

Navigation Financial Group Of Amarillo, LLC is a privately held, independent financial advisory firm headquartered at 804 South Madison St., Amarillo, TX 79101. It delivers holistic financial planning services spanning budgeting/cash flow management, investment planning, retirement planning, tax planning, estate planning, risk management/insurance, education funding, and debt management. Its primary customer segment is Individuals/Families, with secondary segments for Business Owners/Key Executives and Education Professionals. The firm generates revenue through advisory fees and/or commissions on securities and managed-account products offered via its broker-dealer affiliate, Osaic Wealth, Inc. (FINRA/SIPC member), and through Ladenburg Thalmann Asset Management's $ymbil managed-account platform.

The firm's technology stack consists of standard industry brokerage and advisory platforms accessed through its Osaic Wealth, Inc. affiliation; no proprietary technology, AI/ML capability, mobile app, API surface, or integration ecosystem is documented. Distribution is direct and relationship-based: personal consultations at the Amarillo office, appointment scheduling via the company website, and coordination with clients' external attorneys and accountants. Marketing is content-led, supported by a resource center of 70+ articles, 35+ financial calculators, 50+ educational videos, an email newsletter, and Amarillo Chamber of Commerce community engagement.

Navigation Financial Group holds BBB accreditation and implements CCPA privacy compliance. It is privately held with no disclosed investors, no funding rounds, no acquisitions, no parent company, and no documented leadership or restructuring events. Pricing is quote-based and not publicly disclosed. The firm operates within a single Texas geography with no evidence of multi-location or multi-state expansion.

Name

Navigation Financial Group

Legal name

Navigation Financial Group Of Amarillo, LLC

Website

https://navigationama.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Navigation Financial Group is an independent, privately held financial advisory firm in Amarillo, Texas, offering holistic financial planning, retirement, estate, insurance, and investment services to individuals, families, business owners, and education professionals via Osaic Wealth, Inc.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Financial advisory services
• Wealth management planning
• Estate planning services
• Retirement planning solutions
• Investment advisory firm

Headquarters

HQ city

Amarillo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Planning Services: The firm provides comprehensive financial planning services including investment planning, retirement planning, estate planning, and insurance coverage. Revenue is generated through advisory fees and/or commissions via their affiliation with Osaic Wealth, Inc. (member FINRA/SIPC). Planning and Advisory Services are offered through Osaic Wealth, Inc. The firm also offers $ymbil through Ladenburg Thalmann Asset Management, Inc.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Navigation Financial Group is an independent financial advisory firm that delivers holistic wealth management and financial planning services to individuals, families, business owners/key executives, and education professionals. Core offerings include financial planning, estate planning, individual solutions, business solutions, education professional services, group retirement plans, essential insurance, and investment strategies spanning conservative insured deposits to aggressive leveraged products, offered through its affiliation with Osaic Wealth, Inc. (FINRA/SIPC) and Ladenburg Thalmann Asset Management ($ymbil).

Product overview

Navigation Financial Group provides comprehensive financial solutions through a holistic approach, offering core services including Financial Planning, Estate Planning, Individual Solutions, Business Solutions, Education Professionals, Group Retirement Plans, Essential Insurance, and Investment Strategies. The firm provides a diverse investment spectrum from conservative insured deposits to aggressive leveraged products. Additional offerings include Financial Calculators, Educational Videos, and Articles & Resources for client education. The architecture is a unified service model where all offerings are integrated components of a comprehensive wealth management approach, with the core financial planning service serving as the central platform connecting all specialized solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Osaic Wealth, Inc.coreTechnology or IntegrationNavigation Financial Group offers securities through Osaic Wealth, Inc., member FINRA/SIPC. Planning and Advisory Services are also available through Osaic Wealth, Inc. This is the primary broker-dealer relationship that enables the firm to offer securities and investment products to clients.
• Ladenburg Thalmann Asset Management, Inc. (LTAM)coreTechnology or Integration$ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). This investment platform provides clients with access to managed account services and investment solutions.

Recent moves6 records

Expansion highlights5 records

Direct peers

• Stifel Financial: Wealth management firm with a strong independent-advisor channel offering comprehensive financial planning, investment, retirement, and estate services. Comparable advisor-led distribution and HNW client focus.
• Waddell & Reed Financial: Advisor-led wealth management firm providing comprehensive financial planning, investment, and retirement solutions to individuals and families. Comparable in holistic planning and advisor-driven distribution.
• Ameriprise Financial: Advisor-led wealth management and comprehensive financial planning firm serving HNW individuals and business owners. Comparable in holistic planning offering, persona segmentation (individuals, executives, business owners), and relationship-driven distribution.
• Raymond James Financial: Diversified wealth and investment management firm supporting independent financial advisors and offering comprehensive planning. Comparable in serving advisors affiliated with a broker-dealer and providing holistic wealth management.
• Northwestern Mutual: Comprehensive financial planning provider integrating investment, retirement, estate, and insurance solutions through a network of advisor representatives. Comparable in full-spectrum planning and advisor-affiliated delivery model.
• Edward Jones: Mass-affluent and small-market wealth advisory with a branch-based advisor model delivering comprehensive financial planning to individuals, families, and small-business owners. Highly comparable in target client, advisor-led GTM, and holistic planning scope.

Broad incumbents

• Merrill Lynch Wealth Management: Large-scale wealth advisory business delivering holistic financial planning, investment, retirement, and estate services through a national advisor network. Comparable offering breadth, but at materially greater scale and brand reach than a single-office firm.
• Cetera Financial Group: Independent broker-dealer supporting independent financial advisors with wealth management and planning technology platforms. Comparable in role as a host broker-dealer enabling independent advisory practices to deliver comprehensive planning.
• LPL Financial: Largest independent broker-dealer in the U.S., hosting thousands of independent financial advisors with planning, investment, and insurance offerings. Comparable as the platform infrastructure layer that supports independent advisory practices like Navigation.
• Charles Schwab (Independent Advisor Services): Provides custody, trading, and technology platforms to thousands of independent RIAs delivering comprehensive financial planning. Comparable as enabling infrastructure and competitor for advisory wallet share.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/SDiggerson

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Navigation Financial Group