A complete list of active advisors currently associated with Caliber Wealth Advisory

Warmer can help you find a great advisor at Caliber Wealth Advisory or one who fits your needs even better.

Caliber Wealth Advisory provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, employer plan sponsors, government agencies, corporations, and other businesses. The firm operates on a fee‑only basis and manages client portfolios on a discretionary basis, while also assisting with third‑party manager selection and implementation when appropriate. The firm primarily practices passive investment management, constructing asset‑class weighted portfolios using index mutual funds and ETFs, and supplements that approach with fundamental, technical, cyclical, and charting analysis as needed. Client relationships are guided by written Investment Policy Statements and periodic reviews, and Caliber emphasizes cost‑ and tax‑efficient portfolio construction and tailored implementation for each client’s objectives. A distinguishing feature of the firm is its work with institutional clients and ongoing pension consulting, including the ability to act in ERISA 3(21) or 3(38) fiduciary capacities for retirement plans—services that are relatively uncommon for firms of this size. Caliber reports about $24.1 million in assets under management across a modest client base, maintains a $500,000 account minimum, and its lead advisor holds CFP® certification while also maintaining an unrelated compensated role outside the firm.

To learn more about the advisors currently working at Caliber Wealth Advisory, 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.