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5950 Sherry Lane, Suite 217
Dallas, TX 75225

214.717.6300

info@navonwealth.com

5950 Sherry Lane, Suite 217, Dallas, TX 75225
Mailing Address: PO Box 601665, Dallas TX 75360-1665

214.717.6300

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Navon Wealth Advisors is owned and operated independently from M Holdings Securities, Inc. Navon Wealth Advisors is a member of M Financial Group. Please click here for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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