Navigate Financial

Financial ServicesUtah, United States2-10 Employees

Navigate Financial is a financial services firm based in Salt Lake City, Utah, with roots dating back to 1993 and a mission focused on increasing access to personalized financial advice at an affordable price. The company emphasizes serving a broad client base by addressing core personal finance needs, including income and spending, savings, investments, debt management, retirement and estate planning, insurance, taxes, and related areas, as well as 401(k) management for both individuals and organizations. It positions itself as a practitioner of inclusive financial guidance, aiming to work with more people rather than prioritizing a smaller set of affluent clients, and has expanded from enterprise-focused 401(k) services to a membership-based advisory model for the public. The organization grew out of founder Ben Driggs’s experience in teaching and financial advising, reflecting a commitment to guiding clients through fundamental financial principles in a clear, accessible manner.

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