Our Story

Helping You Make Smart Decisions with Clarity and Confidence

Together, we bring over 50 years of experience in financial services. We help families and small businesses make thoughtful decisions with guidance that is clear, steady, and personal.

We have been through many of the same moments our clients face, buying homes, sending kids to college, planning for retirement, and navigating the loss of loved ones. Those experiences shape how we show up and how we advise.

What We Believe

1.   Planning Should Be Personal

Your goals, your family, and your timeline are what guide us. There is no one size fits all here. Just thoughtful planning built around what matters to you.

2.   Clarity Comes From Education

We have hosted financial radio shows, written for online publications, and spoken in libraries, churches, boardrooms, and community centers. We believe good decisions start with understanding your options and having someone you trust to walk through them with you.

3.   Quality Advice Is Honest and Experienced

We have been doing this a long time, and we have seen a lot. Our job is not to sell you something. It is to help you move forward with clarity and confidence, no matter where you are starting from.

Our Fiduciary Commitment

At Calderon Fortney, we are proud to be an independent firm. We do not manufacture proprietary investment products, and we are not tied to corporate sales quotas. Our advice is built around your goals, not anyone else's agenda.

As fiduciaries in advisory relationships, we are legally and ethically obligated to act in your best interest. If there is ever a potential conflict of interest, we disclose it openly. Transparency is part of how we strive to earn and keep your trust.

We also maintain a strategic network of professionals, such as CPAs, insurance specialists, Medicare specialists, and estate attorneys. If your plan calls for additional support, we will connect you with a trusted professional.

If you would like to learn more about the ethical and educational standards behind the CFP designation, you can visit cfp.net.

How We Work With You

We start with a conversation to understand what matters most to you. Then we build a plan around your goals, and we stay involved as life changes. If you want to see what that looks like step by step, you can read our process here.

Let's build a plan that fits your life.

Contact Us

More information about our background, registration and licensing can be found at FINRA's BrokerCheck website here.