Navigation Financial Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Navigation Financial Advisors, Inc. (“Navigation Financial”) regarding its recent data breach. The Navigation Financial data breach involved sensitive personal information belonging to an undetermined number of individuals.


Navigation Financial is a financial services firm based in Texas. Founded in 2003, Navigation Financial provides a variety of financial services to individuals, including financial, retirement, estate, tax, and education planning services. Additionally, Navigation Financial offers financial solutions to businesses, including business planning, business continuation, business valuation, employee education, and succession planning solutions. Headquartered in Dallas, Texas, Navigation Financial has 12 additional locations in Texas, Alabama, and Oklahoma, and employs over 50 individuals.


Recently, Navigation Financial discovered that it had experienced a data breach in which sensitive personal identifiable information may have been accessed and acquired. In January 2024, Navigation Financial reported the data breach to the Attorney General of Texas. According to the breach report, Navigation Financial has notified individuals whose data may have been impacted. The type of information potentially exposed includes:

  • Name
  • Social Security number
  • Date of birth
  • Address
  • Driver’s license number
  • Financial information (e.g., account number, credit or debit card number)

If you received a breach notification letter from Navigation Financial Advisors, Inc.:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Navigation Financial data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by Navigation Financial Advisors, Inc.:
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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