At Navigation Financial Group of Amarillo, our core objective is to serve the needs of our clients with the experience, trust and integrity they need and deserve.


Our knowledgeable team of advisors have more than 100 years of combined experience in working with our clients, which allows us to offer our clients unique capabilities.


As independent advisors, we don't have a specific product to push like other companies. Instead, we focus on your individual needs offering extremely personalized service to fit your lifestyle.


We strive to provide a financial practice that offers comprehensive planning and behavioral coaching, is fully transparent in the fees charged and services provided, utilizes technology to enhance the client experience and always acts in the best interests of the client. We are also proud to serve a multi-generational client base.


At Navigation Financial Group of Amarillo, we focus on creating strong client relationships to help our clients stay the course, successfully reaching their short- and long-term financial goals.






FIDUCIARY STANDARD At Navigation Financial of Amarillo, we operate under a fiduciary standard across the board, putting our clients' best interest ahead of our own. 

INTEGRITY Our team works to create a culture of integrity, promoting high ethical standards in everything we do.


EXPERIENCE The Navigation team of financial advisors brings many years of combined experience to the table. This experience allows us to offer high value to our clients.

TRUST We recognize our relationships with clients go beyond a fiduciary aspect. We strive to build strong, personal relationships rooted in trust.


STANDARD OF EXCELLENCE We expect our clients to come to us with exacting standards, because as leaders in the industry, we hold ourselves to a high standard of excellence. 


INDEPENDENCE At Navigation Financial, we aren't bound to a specific product or service. As independent advisors working with a Top 10 Broker-Dealer, we offer a plethora of resources to our clients.


801 S. Fillmore, Suite 530

Amarillo, Texas 79101

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Navigation Financial Group is not a CPA Firm. Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC. Planning and Advisory Services available through Securities America Advisors, Inc. $ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). Navigation Financial Group and its affiliates are independent of Securities America and LTAM. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Not FDIC Insured, No Bank Guarantees, May Lose Value. Not a Deposit and Not Insured by any Government Agency. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal inforamation.

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