Our team specializes in sophisticated, tailored strategies for addressing the unique challenges that arise at the intersection of personal and business finances. 

John Navien has been named 2024 & 2025's Top Financial Security Professionals, Best-In-State by Forbes and the top financial planner at Baystate Financial*, one of New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has 16 offices located throughout New England. If you believe you could benefit from working with us, let’s review yours goals to see if you’re a good match for our practice.

*John Navien was recognized by Baystate Financial as the top financial planning revenue producer for the 2024 calendar year, outperforming all approved agency producers in fee-based financial planning.


Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. Navien Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

I am licensed to sell insurance products in the following jurisdictions: MA, ME, NC, NH, NY, PA, RI, WA, FL, DC, IL, CT, TX; and registered to offer securities in the following jurisdictions: MA, CT, NH, RI, NY CRN202810-9491059

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