Navigant Advisory Group
Your Guide for the Journey
Black women-owned. Founded in June 2004.
Education. Empowerment. Practical next steps.
Our Firm
A steady place to begin.
Navigant Advisory Group LLC was founded in June 2004.
Navigant Advisory Group is an education-first firm, Black women-owned and founded in June 2004. We help employers manage 401(k), 403(b), SEP IRA, SIMPLE IRA, and Defined Benefit Plans, including Cash Balance and Traditional Pension plans. We serve and welcome organizations of every size with clear education and practical support for their people.
Our work is grounded in financial education, wealth literacy, and continuing education. As a women-owned financial education firm, we make plan information easier to understand through clear education, practical resources, and empowerment for employees and plan participants.
We support participants at any balance level. Our retirement benefits management work keeps resources accessible to people with smaller balances as well as larger ones.
Our Mission
Build confidence through financial understanding.
Our mission is to make financial knowledge accessible, strengthen wealth literacy, and help plan participants and organizations move through retirement decisions with clarity. We make education part of the plan experience.
Our Values
The standards behind every conversation.
Participant-centered
We keep the participant experience in view, from first enrollment through every transition that follows.
Transparency
We keep the conversation plain and direct. You should understand your plan, your choices, and the next step.
Education First
Understanding comes before action. We make financial concepts easier to use so people can ask better questions.
Long-Term Relationships
Financial questions change as life and business change. We support useful conversations through every stage of the journey.
Practicality
We turn complex plan and wealth concepts into clear explanations, useful tools, and steps people can take.
Integrity and Trust
We earn trust by listening closely, explaining clearly, and keeping our work focused on education and empowerment.
Our difference
What Sets Us Apart
Empowerment-first education that complements the plan provider’s platform.
Wealth literacy and continuing education through workshops, webinars, one-on-one education, and ongoing curricula.
Support for participants at every balance size, with resources for smaller balances as well as larger ones.
An education-first firm, Black women-owned and founded in June 2004, bringing accessibility and cultural fluency to retirement benefits management.
There is no one like us.
For Businesses and Plan Sponsors
Education that strengthens the whole plan.
Plan providers bring the platform. We bring participant-centered education, wealth literacy, and practical support that helps employees use it with confidence.
Retirement Plans We Support
Education for 401(k), 403(b), SEP IRA, SIMPLE IRA, and defined benefit plans, including cash balance and traditional pension plans.
Explore more →Retirement Plan Health Check
A complimentary plan review that helps sponsors compare service, responsiveness, and plan experience.
Explore more →Plan Design and Compliance
Continual education and review for the operational details that keep plan design aligned with a changing retirement landscape.
Explore more →Participant Wellness and Education
Beginning-to-end engagement, education, transition services, and ongoing support for employees.
Explore more →Financial Wellness Benefits
Workshops, tools, and wealth literacy programs that make benefits more useful in real life.
Explore more →Plan Platform Logins
Direct access to the secure platforms participants and sponsors use to manage their plan experience.
Explore more →Our Approach
A relationship-driven process for the long term.
01 · Listen
We start with what matters: your goals, questions, timeline, and the decisions in front of you.
02 · Educate
We translate concepts, trade-offs, and terminology into a conversation you can use.
03 · Equip
We share practical tools, visuals, and next steps that help you move forward with confidence.
04 · Support
We keep the conversation useful as your plan, life, business, and priorities evolve.
60 S 6th Street, Suite 2800
Minneapolis, MN 55405