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  • September 21, 2022

    NaviPath Supports America’s Tooth Fairy

    by Brian Swilling

    Calling all dentists! We are a proud sponsor of the America’s Tooth Fairy 4th Annual Golf Tournament on November 9th at Pine Island CC in Charlotte, NC. You can participate as a player or sponsor...

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  • August 3, 2022

    Why NaviPath?

    by Brian Swilling

    How is the NaviPath team different? Why we are passionate about help clients with all their financial needs and concerns?

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  • July 15, 2022

    How to Retain and Recruit Great Employees

    by Brian Swilling

    Are you concerned or currently struggling to retain and recruit quality employees?  Have the increased salaries put a dent into your bottom line?  Are you ready to learn some best practices to implement today? Here is...

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  • July 15, 2022

    NaviPath’s Dental Team is Growing

    by Brian Swilling

    Exciting news from NaviPath!! Our team is growing and we are expanding our skill set to provide even more value to our clients. Join us in welcoming @Logan Schwartz. Reach out to us if you...

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  • April 21, 2022

    Video: Stressed Over Your Finances?

    by Brian Swilling

    Have you thought about getting your financial house in order but it feels overwhelming? You are not alone. Take some steps to get started today!

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  • April 20, 2022

    StrongHer® Money Panel on May 11th!

    by Brian Swilling

    Do you want to learn how to control your financial life? Do you like learning how other women have learned to be financially fearless? Do you like wine, specialty cocktails, and hors d’oeuvres? RSVP Today...

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  • April 19, 2022

    Video: Ten Strategies to Avoid Financial Regret

    by Brian Swilling

    NaviPath Financial was created to provide financial education to business owners and high income individuals. Financial planners can help you make more informed decisions and avoid bad ones. Listen to Ryan Whitley and Brian Swilling,...

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  • April 19, 2022

    Video: Let’s Talk About Tax Planning

    by Brian Swilling

    Tax planning is a crucial part of a great financial plan. Listen to Ryan Whitley, Partner and Co-Founder of Navipath Financial, talk about how we implement creative tax planning strategies for our clients.

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  • March 28, 2022

    Inflation: How The Fed Can Help | Market Commentary with Rick Wedell

    by Ryan Whitley

    After 2020, it was hard to imagine that 2021 would have consistent market performance and low volatility. However, 2021 is churning out consistent growth and low volatility, similar to 2017. If there is one thing...

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  • November 16, 2021

    Can Dental Professionals Achieve Work Life Balance?

    by Brian Swilling

    Work-life balance isn’t easy to come by, but once you understand your “why” it gives you a clearer path to follow.

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