Navien Financial Rebrands as Navien & Amaya Consultants

The firm, which currently ranks among the top teams at MML Investors Services by total financial planning fees collected this year, intends the name change to better reflect its evolution from transactional advisory work to a more personalized, stewardship-driven practice. According to the partners, the transition serves to align their brand identity with the high-touch, multi-generational advice they already provide to their clientele.

Despite the new moniker, the practice maintains its core focus on serving a select group of executives, attorneys, and private equity professionals. The firm emphasizes that its operational foundation remains unchanged, retaining its commitment to a planning-first strategy designed to endure across market cycles and provide the continuity often sought by private family offices.