A complete list of active advisors currently associated with Calibration Financial

Warmer can help you find a great advisor at Calibration Financial or one who fits your needs even better.

Calibration Financial is a state‑registered, single‑advisor investment advisory firm that provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, and retirement plan sponsors. Services described in its brochure include comprehensive and limited financial planning, ongoing wealth management, investment management largely using ETFs, and retirement plan consulting for employer‑sponsored plans. The firm generally constructs globally diversified, low‑cost, buy‑and‑hold ETF portfolios tailored to each client’s goals and risk tolerance, with periodic rebalancing and occasional tactical adjustments; it may also recommend mutual funds, individual securities, or outside managers. Financial planning engagements range from one‑time plans to ongoing wealth management—foundational clients receive a 30‑minute onboarding and semiannual 60‑minute reviews—and the firm can advise on held‑away workplace retirement accounts using a third‑party order management system (Pontera Solutions, Inc.) with allocation‑only access. What is distinctive for a firm of this size is its ongoing retirement plan consulting and its role as a fiduciary to employer plans (as described under ERISA), a service relatively uncommon among similar independent advisors. With roughly $16.2 million in assets under management and about 85 clients, the firm also offers limited direct‑at‑fund programs and relies on custodial and technology arrangements and third‑party managers to support both individual and plan clients.

To learn more about the advisors currently working at Calibration Financial, 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.