A complete list of active advisors currently associated with Caliber Wealth Management, LLC

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

Caliber Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, ongoing financial planning, and retirement-plan advisory services. As of December 31, 2025 the firm reported approximately $1.76 billion in assets under management and serves a broad client base through a multi-advisor team structure. The firm generally follows the tenets of modern portfolio theory to build globally diversified portfolios, primarily using mutual funds and exchange-traded funds while relying on fundamental security analysis and market trend/economic cycle considerations. Client engagements begin with an assessment of goals and risk tolerance and may include discretionary implementation and ongoing monitoring, with the firm able to delegate management responsibilities to outside sub-advisors when appropriate. Compared with many peers, CWM operates an in-house tax preparation and tax consulting practice, enabling more integrated tax and investment advice while expressly excluding attest services. The firm also employs associated persons with insurance and accounting licenses who provide advisory-only services (no commission-based sales) and has recently expanded its ownership group and professional staff, reflecting internal growth in its service capabilities.

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