A New Way to Manage Wealth
Helping you achieve better family and financial outcomes.
The Balefire Story
Throughout history, a balefire has been a powerful, towering flame that serves as a beacon, bringing people together in seasons of transition, fostering a sense of purpose and solidarity, and lighting the way forward.
Two leading firms, VisionPoint and Navitas, merged in 2025 to create positive change in an industry ready for reinvention. Like a balefire, we serve as your guiding light, illuminating the path to financial clarity, alignment and confidence.
You choose the destination; we help get you there.
Built on Decades of Experience
Balefire was formed in 2025 through the combination of VisionPoint and Navitas, bringing decades of advisory experience together under one firm.
Today, that experience is carried forward through a collaborative team serving individuals, families, business owners and organizations across the country—while continuing to build the people, capabilities and resources clients will rely on for generations.
People Power
Driven by a culture of collaboration and trust, our team prioritizes meaningful impact over individual recognition. With humility and determination, each member contributes unique expertise and perspectives, working collectively to deeply understand and address your financial goals.
National Presence
With offices across the country and seamless virtual connectivity, our team delivers personalized, dedicated service—wherever life takes you.
Building a community of like minded individuals
Looking To Join Our Team?
Join Balefire and thrive in a culture that encourages personal & professional growth. Make an impact with a team committed to innovation and collaboration. Explore opportunities that align with your ambitions and contribute to our shared success.
Our Partners
Start the Conversation
We take a thoughtful, personalized approach to connect you with the right advisor. Schedule a brief call (972) 361-1001 to explore how Balefire can help you move forward with clarity and confidence.
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