Navigoe, LLC

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Navigoe, LLC Navigoe delivers all-inclusive wealth management services, focused on the major disciplines of plann We never receive commissions or referral fees.

Our independent status allows us to serve as an ally to our clients. This fee-only model means that our clients know that they will always receive our best advice. As an independent, objective advisor in an industry awash with conflicts of interest, our clients take comfort in knowing that we have no reason to recommend anything other than what is best for them. We have a legal obligation, as a fiduciary, to always act in the best interest of our clients. Disclosure:
Clicking the “Like” button does not constitute and should not be considered a testimonial for or an endorsement of Navigoe, LLC, any associated person or our services. “Like” is not meant in the traditional sense; clicking the “Like” button is merely a mechanism to circulate our pages. Navigoe, LLC requests that any posting to our page should refrain from recommending us or providing testimonials for our services.

Diversification and market timing can lead investors down very different paths.Navigoe founder Scott Leonard rd breaks d...
10/08/2026

Diversification and market timing can lead investors down very different paths.

Navigoe founder Scott Leonard rd breaks down four approaches to investing and explains where Modern Portfolio Theory fits, with a focus on diversification and staying invested through changing markets.

Watch the video to learn more:

https://youtu.be/J8WHEQhoVo4

It’s difficult to move forward with confidence when you can only see one narrow point ahead of you.Navigoe’s WealthSpan ...
10/01/2026

It’s difficult to move forward with confidence when you can only see one narrow point ahead of you.

Navigoe’s WealthSpan Index brings the entire horizon into focus.

Our proprietary framework for building a financial plan defines what you want your life to look like, then provides clear strategies to help you stay on course.

Swipe through to see how it works, and learn more in the video below:

https://www.youtube.com/watch?v=N1XN20dkcQI

Thirty years ago, Scott Leonard set out to build a different kind of financial planning firm.As Navigoe celebrates its ...
09/16/2026

Thirty years ago, Scott Leonard set out to build a different kind of financial planning firm.

As Navigoe celebrates its 30th anniversary, he looks back at the principles that shaped the firm, the sailing adventure that changed how he thought about business and planning, and what he hopes the next 30 years will bring.

Read Scott’s letter reflecting on 30 years of Navigoe:

https://www.navigoe.com/blog/navigoe-30th-anniversary

Thirty years ago, Navigoe's story began with a simple belief: financial advice should put clients first.Since 1996, we'v...
09/03/2026

Thirty years ago, Navigoe's story began with a simple belief: financial advice should put clients first.

Since 1996, we've helped individuals and families navigate changing markets, changing goals, and changing lives. Along the way, we've grown personally and professionally while holding steadfast to our commitment to providing independent, fee-only financial planning.

Take a look back at some of the milestones that shaped our journey. Here's to 30 years, and to everything still ahead.

https://www.navigoe.com/about

Index funds have become the default choice for many passive investors, but were they actually designed to be investment ...
08/18/2026

Index funds have become the default choice for many passive investors, but were they actually designed to be investment products?

In our latest blog post, we explore why indexes were originally created as benchmarks, how active management costs can impact performance, and why some index funds may not provide the investment exposure investors expect.

Read more:

http://navigoe.com/blog/index-funds-passive-investment-strategy

08/06/2026

Many investors think index funds are the gold standard for passive investing — but were they actually designed for that purpose?

In the latest video in our series on active versus passive management, Founding Partner Scott Leonard, CFP® AIF, explains how index funds were originally created as benchmarks to active managers, where they diverge from the academic definition of asset classes, and why that distinction matters when building an investment portfolio.

https://youtu.be/CbIdY-zbRIk

Most investors understand the tradeoff between stocks and bonds: higher expected returns generally come with higher risk...
07/16/2026

Most investors understand the tradeoff between stocks and bonds: higher expected returns generally come with higher risk.

But there are other risk premiums within the stock market that investors often overlook, including company size, relative price (value), and profitability.

In our latest blog post, we explore the four core equity risk premiums and how they can play a role in building a diversified portfolio.

Read more:

https://www.navigoe.com/blog/proven-equity-risk-premiums

07/07/2026

What drives long-term stock returns?

Research has identified four equity risk premiums that have historically been associated with higher expected returns, including company size, relative price, and profitability.

In this video, Scott Leonard , CFP® explains the connection between risk and anticipated gains or losses, and how to take this research into account when building a diversified portfolio.

Watch the video to learn more.

https://youtu.be/KeTykd98Q4A

A strong financial plan is more than a structure that looks good on paper.Our WealthSpan Index helps us build financial ...
06/23/2026

A strong financial plan is more than a structure that looks good on paper.

Our WealthSpan Index helps us build financial plans that work in the real world. In our latest blog, we break down the four waypoints that help reinforce your plan over time.

From covering essential expenses to stress testing long-term outcomes, these elements can help keep your plan on course.

Read more:

https://www.navigoe.com/blog/exploring-the-wealthspan-index-4-waypoints-guiding-your-plan

06/10/2026

Most retirement plans are built using index-based market assumptions. But what happens when investors try to outperform those assumptions with active management — and end up underperforming instead?

In this next video in our series on active management, Founder Partner Scott Leonard explains why even small gaps in long-term investment performance can have a major impact on retirement outcomes, and what investors should consider when evaluating active versus passive strategies.

https://youtu.be/anynpSOWFnU

Address

417 Beryl Street
Redondo Beach, CA
90277

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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