A complete list of active advisors currently associated with Calculated Financial Solutions, LLC

Warmer can help you find a great advisor at Calculated Financial Solutions, LLC or one who fits your needs even better.

Calculated Financial Solutions, LLC provides investment advisory and financial planning services to individuals, trusts, and estates, managing approximately $9.6 million for a small client base. The firm documents client goals and tailors portfolios and plans to individual time horizons and risk tolerances, offering ongoing discretionary portfolio management and periodic reviews. The firm’s investment process combines asset-allocation strategies with both fundamental and technical analysis and may include short- and long-term trades, mutual funds, and certain option or margin strategies where appropriate. Financial planning engagements include coordination with other professionals and review of tax, estate, and insurance documents to develop implementation schedules agreed with clients. A distinctive feature is the firm’s material affiliation with an accounting practice, with many advisory clients also receiving accounting and tax services from the related firm; this arrangement is uncommon among independent advisers and can facilitate integrated tax and financial planning. The practice’s small scale and integrated advisory-accounting relationship differentiate it from larger, purely investment-focused peers.

To learn more about the advisors currently working at Calculated Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Barry Picker	Cedarhurst, NY	5

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