A Boutique Family Advisory Approach

Specializing in sophisticated, curated strategies for addressing the unique challenges that arise at the intersection of personal and business finances.

Forbes America's Top Financial Security Professionals List 2025

Forbes Best-In-State

John Navien is the top financial planner at Baystate Financial*, one of New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has 16 offices located throughout New England.

If you believe you could benefit from working with us, let’s review yours goals to see if you’re a good match for our practice.

*John Navien was recognized by Baystate Financial as the top financial planning revenue producer for the 2024 calendar year, outperforming all approved agency producers in fee-based financial planning.

Our Clients

While we have the expertise to assist individuals across a wide range of backgrounds, our primary focus is on supporting professionals in key industries. We specialize in guiding them through the unique lifestyle, mindset, and financial complexities they encounter.

AM LAW 100

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Business Owners

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Private Equity | VC

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.