Who We Serve

Cairnavigate provides support to financial advisors who serve in a variety of roles, including brokers, investment advisers, private bankers, accountants, financial planners, and others.

From our decades of experience in the financial services industry, Cairnavigate provides general financial guidance and hands-on support to corporations of all sizes.

From the beginning, we work with financial advisors and corporations to develop a comprehensive financial plan to achieve your financial goals.  We continually evaluate our performance against  benchmarks to ensure we are continually moving the needle closer to your goals.

Cairnavigate is a financial services consulting group that provides financial advisors, investment consultants and CFOs with pension and retirement plan investment solutions delivered through insurance.  We specialize in pension risk transfer and stable value investment solutions that help companies create better outcomes for their plan participants.