Your trust. Our expertise.

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

... no copy here ...

Our Process

Our focus today - <strong>and every day </strong>- is o<span style="background-color: transparent; font-size: 1.75rem;">n helping you take the steps needed to make your financial vision a reality.</span><br/>

Our focus today - and every day - is on helping you take the steps needed to make your financial vision a reality.

We design comprehensive plans that integrate succession strategies, retirement income optimization, and legacy planning, ensuring your business and personal financial goals are seamlessly aligned. By leveraging a collaborative approach and personalized guidance, we help you navigate the complexities of ownership transitions, liquidity needs, and wealth preservation.

Our Process

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 Expertise, Your Legacy

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Planning for Life

Your life includes many milestones, all with immportant financial planning implications.

Craft Your Plan

Let's ensure that your wishes are honored while creating the most efficient estate possible.

Tax-Efficiency

Strategically limiting the impact of taxes allows you to build a stronger legacy and make the most of charitable giving.

Transfer Generational Wealth

As you build your legacy, it's important to create a plan to transfer wealth to future generations.

Set Up a Trust

A trust can provide access to funds for a spouse or family, while helping protect assets for the long term.

Divide Assets

As your legacy grows, it's important to make decisions about dividing assets such as real estate, businesses, investments, and financial assets.

Get Started.

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.