Nomadic helps guide your wealth to its fullest potential through comprehensive financial planning and investment management. Here, you're not just another number or product sale; instead, you gain a partner in your financial journey and life.
Unlock The Possibilities With A Nomadic Wealth Advisor.
Retirement, investing, taxes, insurance, business – it can be a mystery for some, and a guess for others. But it doesn't have to be.
Through our holistic approach, we bring it all together.
Is This You?
It feels complex
Whether you’re running a business, navigating retirement, or dealing with large tax bills, our team is equipped to handle all of your planning and wealth management needs—simplifying what we can and making complexity easier to manage where we cannot.
Unsatisfied With Your Current Profesionals
We view our work as a long-term partnership, one that is deeply personal and that we invest in. Here, you're not just another folder in a cabinet. You'll receive thoughtful, personalized advice and a dedicated advisor committed to your success.
You want more
Maybe you’re simply limited on time or expertise and need someone to delegate to or validate your decisions. Or perhaps it’s as simple as adding more peace of mind, clarity, or structure to enjoying your wealth.
At Nomadic, we can help you do just that. Our firm was founded to add more transparency and satisfaction to those seeking a financial advisor because we know that wealth is more than money.
Where we come in.
We'll be your dedicated, easily-reachable resource for questions, advice, and looking ahead. Our team provides comprehensive planning, and investment management covering over every facet of your financial life.
Because the right Financial Advisor can be life-changing.
Firm Leadership
Anthony Navarro
Founder + Principal Financial Advisor
Why I Started Nomadic Wealth
I started Nomadic Wealth to work with people who wanted more than just a product or a transaction - people who were tired of feeling like just another number in a file. I saw a real gap in the industry for deep, meaningful planning - the kind that genuinely helps people make confident decisions about their lives, not just their money.
Most of all, I love working with people who enjoy life as much as I do — genuine people who value relationships and quality financial planning. It honestly feels like I get to spend each day hanging out with my favorite people. That’s the feeling I wanted to create - not just for our clients, but also for the advisors who join us and the people we serve.
Here, you’re part of something more. I founded Nomadic Wealth not only to serve clients differently, but to give others a chance to enter this profession and truly change their lives - and the lives of those they serve.
Expert Advice, Approachable People
Our Clients:
Individuals and families face an ever-changing financial landscape, often juggling countless decisions while managing careers and family life. Whether it’s merging finances as newlyweds, caring for aging parents, buying your first home, or eliminating debt, having a trusted financial advisor in your corner provides clarity, guidance, and peace of mind - helping you make confident decisions today while preparing for the life you want tomorrow.
Preparing for Retirement
Making sure all of your financial bases are covered well before you retire is essential. Whether you're navigating a business transition or exit, deciding how much to save, or determining where to invest, we work with you to ensure you're on track to transition into retirement with clarity and confidence.
Transitioning into Retirement
Transitioning into retirement comes with a range of important decisions - when to file for Social Security, how to enroll in Medicare, when to start pension benefits, and how to manage your retirement savings, just to name a few. We’re here to guide you through every step, helping you make informed choices and confidently move into the next chapter of life.
You're Retired
Retirement isn’t a single event — it’s an ongoing process. Managing required minimum distributions (RMDs), taxes, retirement income, and legacy goals are all part of staying retired successfully. As your partner in retirement, we’re here to help you navigate your retirement on an ongoing basis.
Businesses evolve through many stages - from the early years of building and growth to maturity, succession, and eventual exit planning.
The financial landscape is ever-changing. Whether it’s navigating owner compensation, business evaluation, employee benefits, cash flow, tax strategy, or preparing for transition, we help ensure your team of professionals is aligned under one proactive strategy.
Our approach helps integrate both your business and personal finances, helping you lead your company with confidence.
We partner with independent women who are charting their own path - whether recently widowed, navigating divorce, single, or leading a business. You don’t have to face financial decisions alone. With a dedicated advisor in your corner, helping you move forward with purpose.