Meet Your Team

Our team wants to help you live the best life possible. We see money as a tool – something that can give you choices, create margin and focus on your most important goals.

It’s why we’re so passionate about “Doing Money Differently.” There’s an intentionality to it. We start with the heart – with purpose, passion and mission. Then we guide you in ways to align your financial decisions with your values.

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John Navin Owner, Financial Advisor

John is not your typical financial advisor.

Sure, he’s spent over 30 years guiding clients through financial decisions. But what really sets John apart is his zest for life and his belief that wealth is about so much more than money. John blends deep experience with a personal passion for helping clients connect their money to their biggest goals.

John’s approach is as dynamic as his lifestyle. When John isn’t helping clients connect their finances to their goals, you’ll likely find him living out his own. An Ironman competitor and avid cyclist (he owns four bikes and is always looking for the next trail to conquer!), John loves anything that gets his heart racing. That could be hitting the open road in a fast car, hunting pheasant or casting for walleye on his annual fishing trip to Canada.

Travel is another passion for John. It doesn’t matter if it’s a weekend trip to Columbia, Tennessee, or a cross-country adventure, exploring new places is a must. Back home in Nashville, John is happiest gathering with family and friends over a good meal, sharing stories and making memories.

John’s love for adventure and community carries over into his work as a financial advisor. He’s dedicated to helping people dream big, overcome challenges and live the life they’ve always imagined. It’s a role he fell into by accident but quickly fell in love with, thanks to the people he’s met along the way. For John, it’s all about finding balance between work, play and the goals that truly matter.

John could be shooting clays at the Nashville Gun Club one day, then guiding a client through a financial milestone the next. Whatever he’s doing, John approaches life with passion, purpose and a belief that everyone deserves to live fully. That’s why he is so committed to helping others achieve their own version of a full, meaningful life.

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