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

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

Calidris Financial provides discretionary asset management, comprehensive financial planning (both one‑time and ongoing), and consulting to individuals, high‑net‑worth clients, business entities and employer‑sponsored retirement plans. The firm explicitly offers ERISA plan services and can serve as either a limited‑scope 3(21) advisor or a full discretionary 3(38) investment manager for retirement plans. Investment programs are tailored to clients’ objectives and risk tolerance and are constructed using fundamental and technical analysis, Monte Carlo planning, and a mix of passive, active and factor‑based strategies; the firm may also employ options, derivatives, hedged equity or managed‑futures approaches where appropriate. Calidris commonly implements portfolios through Envestnet’s Third‑Party Strategist network and may appoint sub‑advisors to execute agreed models while retaining overall discretionary authority. Compared with many independent advisers, Calidris places a distinct emphasis on pension consulting and ERISA fiduciary roles alongside servicing high‑net‑worth clients rather than broad retail non‑HNW individual accounts. The firm routes client accounts through third‑party strategist platforms, discloses referral arrangements with TPMs and sub‑advisors, and does not vote client proxies (clients receive proxy materials directly).

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