Financial Planning for Business Owners

Financial Clarity for
Growth-Minded Leaders

Don’t let financial chaos slow your growth or force you to leave money on the table. Our personal advisors help business owners navigate complexity and accelerate opportunity – from advanced tax strategies to legacy planning.

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Results-Driven Financial Advice

Every business owner’s financial life is complex - and it’s easy to lose control of the many moving pieces. Business and personal finances blur together, long-term planning gets sidelined, and your tax bill keeps growing.

Our planning services help declutter your finances. We give growth-minded business owners strategic clarity to scale their businesses, preserve their lifestyle, and make informed, tax-efficient decisions.

Financial Planning for High Net-Worth Individuals

Plan with Precision, Grow with Confidence

Align Your Priorities

Gain clarity on your financial situation
Avoid commingling of your personal and business finances
Develop a plan that aligns with your business and lifestyle goals

Simplify Compliance

Understand your financial options and compliance requirements
Develop processes to save time and improve financial reporting
Help increase retirement, insurance, and group benefits

Prepare for Business Success

Seize tax opportunities and manage cash flow effectively
Help create a succession plan to protect your legacy
Prepare for a tax-efficient transition or business sale

Get Proactive Advice from a Trusted Partner

Personalized Plans

Leverage financial plans built around a comprehensive understanding of your business structure and personal values.

Responsive Service

Get the clarity and communication speed you deserve with a partner who truly cares about your long-term success.

Professional Network

Access our extensive network of connections who work with business owners and could deliver substantial value-adds for your organization.

Financial Advisor for Business Owners

Meet Your Advisors: Brian Swilling & Ryan Whitley

Ryan and Brian each have over 20 years’ experience in financial services and hold multiple industry certifications and insurance licenses.

Growing up around business owners and healthcare professionals, they saw firsthand how financial challenges can impact daily life and long-term success. They founded NaviPath Wealth to help clients lessen those financial burdens and finally make money work for them, not against them.

Brian Swilling

Co-Founder & Partner

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Ryan Whitley, CFP