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A Boutique Family Advisory Approach


A coordinated planning approach for successful professionals and families managing complex assets, multiple advisors, and important financial decisions. 

Our Clients

While we have the expertise to assist individuals across a wide range of backgrounds, our primary focus is on supporting professionals in key industries. We specialize in guiding them through the unique lifestyle, mindset, and financial complexities they encounter.

AM LAW 100

AM LAW 100

What should a law firm partner include in a comprehensive financial plan? 

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Management Consultants

Management Consultants

What should a high-income management consultant include in a financial plan? 

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Private Equity | VC

Private Equity | VC

How should private and liquid investments be evaluated within one financial plan?

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Publicly Traded Executives

Publicly Traded Executives

How should a publicly traded company executive incorporate company stock and equity compensation into a broader financial plan?

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Forbes America's Top Financial Security Professionals List   2025 & 2026

Forbes Best-In-State

John Navien is the top financial planner at Baystate Financial*, one of New England’s largest privately-owned financial services firms, 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.

New Name.Same Trusted Partnership.

New Name.
Same Trusted Partnership.

In 2023, Adrian Amaya and I joined forces bringing our two practices together as equal partners. What we built together quickly became greater than either of us had on our own, and it felt right that our name finally reflect that.

We’re proud to share that Navien Financial is now Navien & Amaya Consultants.

This is a change in name only. What matters stays the same:

∙ The same people you trust
∙ The same disciplined approach
∙ The same long-term focus on your family and legacy

We’re grateful to continue that work with you. 

 

-John Navien & Adrian Amaya

Get Started

Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your personal financial goals.

Let’s Get Started