SMITHFIELD, R.I. – (Sept. 1, 2025) – Navigant Credit Union announced today it is enhancing its financial planning and investment management services by acquiring Randall Financial Group, LLC d/b/a NCU Investment Solutions through its wholly-owned subsidiary, NCU Holding Company, LLC, as its wealth management partner.
With this acquisition, Navigant Credit Union will sunset its existing NCU Wealth Management division effective Sept. 1 and launch NCU Investment Solutions. NCU Investment Solutions is a multi-faceted financial advisory program focused on fiduciary, advice driven relationships seeking to align with Navigant’s mission to improve the financial well-being of the families, businesses and communities they serve. This evolution reflects a broader commitment to delivering tailored, high-quality financial guidance to members.
This new business line will be led by the founder of Randall Financial Group, Oliver Tutt, CFP, who will now serve as NCU Investment Solutions’ SVP, Director of Wealth Management and Financial Planning. A certified financial planner with more than three decades of industry experience, Tutt will work closely with the team of financial advisors to develop a comprehensive strategy that introduces members to NCU Investment Solutions’ enhanced programs and services.
“We are pleased to welcome Oliver to our growing Navigant Credit Union team. His proven track record of success and inherent passion for helping families improve their financial situations will be an asset to our members across the communities we serve,” said Navigant Credit Union President / CEO Kathy Orovitz. “The launch of NCU Investment Solutions will give us a stronger framework to deliver the wealth management services our members need to successfully plan for their futures.”
The acquisition of Randall Financial Group officially closed in early 2025. Existing or prospective Navigant Credit Union members who have questions about available financial planning and investment management services can call the NCU Investment Solutions team at (401) 233-4337.
