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Our Why

We're the Navin Group, a wealth management firm in Nashville, Tennessee and we're here to help you plan for the retirement of your dreams.

Our Story

Being just like any other advisor was never an option for me because people are more than just their financial accounts. It’s important to me to really connect; to understand how you want to live your life with your family and your communities. I want to help you find wellness not only financially, but holistically. To do that, I want to learn about what makes you happy and to help you make your retirement plan look like you.

Why the different approach?

Have you ever had a life-altering moment? I have. 
 
It was a hot summer day in July of 2004. As I sat on the porch of my lake house, I thought about all the chores I had to do. My grill needed cleaning, I hadn’t dumped the gas out of my snowmobiles yet (something typically done long before July), and my boat needed to be covered before dark.   
 
As I grumbled my way over to the grill, out of the corner of my eye, I noticed my 3-acre pond and the lake beyond it. I stopped and stared. That scene: the house, the boat, the pond, the lake, looked “picture-perfect,” but it left me wondering, “How can I have all THIS and still be miserable?” 
 
For the past 11 years, I’d been running my financial services firm, and by most standards, I was very successful. I chased money, and every time I’d reach a goal, I’d say, “Raise it!” I didn’t grow up with much, so I always thought more stuff would make me happy. But in that moment, I saw for the first time that I’d been chasing the wrong dream. I had the stuff, I beat the Joneses, AND I was unhappy. With stunning clarity, I realized I’d neglected God, my health, and my relationships. I thought, “There’s gotta be more than this,” and vowed to change.  
 
Over the next 3 years, I transformed my entire life. I got healthy, shed 60lbs, and started doing triathlons. I developed a relationship with God and learned how to be all-in with Him, my family, and those I care about. Over time, I went from feeling miserable to being filled with purpose. I completely changed how I ran my business; instead of seeing profit and loss, I discovered how to transform people’s lives. That was over twenty years ago, and I’ve never looked back.
 
Since then, our firm has focused on working with people who want to do money differently. Our clients understand that real joy doesn’t come from chasing money but from making an impact on the lives of others. As financial advisors, we realize that the reality of life is that it often takes money to make an impact.  If people are worried about money, or don’t have enough, they find it harder to impact others. 
 
That’s why we’ve developed the Lifestyle Maximizer. Using this process, we guide our clients through tax, estate, insurance, and investment planning. But unlike many advisors, we don’t stop there. We also guide clients to create their “perfect days.” This means helping them design their lives so their days are focused on what they love, giving them joy, passion, and purpose.  
 
Helping clients achieve financial security so they can put their time, talents, and treasure back into the world—that is why we do what we do. And when we work together, we’ll help you create your perfect days, too.  

- John Navin

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