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Our Fiduciary Commitment
Collaborative. Transparency. Independence.
At Calderon & Fortney, we're proud to be an independent firm — meaning we don't manufacture proprietary investment products, and we're not tied to any corporate sales quotas. Our advice is built around your goals, not anyone else's agenda.
As fiduciaries in advisory relationships, we're legally and ethically obligated to act in your best interest. If there's ever a potential conflict of interest, we disclose it openly. Transparency isn't just a rule here — it's part of how we strive to earn and keep your trust.
With 50 years of combined experience, our team brings both personal and professional insight to every recommendation we make. Whether you're planning for retirement, navigating a life transition, or managing a business, you can count on thoughtful guidance that puts your needs first.
We also maintain a strategic network of professionals — including CPAs, insurance specialists, Medicare specialists, and estate attorneys — so if your plan calls for additional support, we'll connect you with a valued professional.*
If you'd like to know more about the ethical and educational standards behind the CFP® designation, you can visit cfp.net.
| *You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance or trust services. These entities and their services are not affiliated with LPL Financial and Calderon Fortney Financial Group.. |