Skip to main content

Financial planning to help you maximize every moment

Embrace Your Adventure

Team photo

Equip Tomorrow. Enjoy Today.

At Caldera Wealth Advisors, we cultivate balance in your financial world so you can fully enjoy the adventure that is your life. We help you define the true purpose behind your money, then we develop practical strategies that align your wealth with the life you want to live—both today and in the future. We believe financial planning can and should be fun, so we make complex topics simple and ensure everyone’s voice is heard throughout the process. Our goal is that by working with us, you gain clarity about your situation, confidence in your decisions, and freedom to fully embrace every season of your journey.

Meet Our Team

Planning That Puts You First

Comprehensive

We take a holistic approach to your financial life, ensuring our recommendations are tailored to your unique situation. By collaborating with other professionals in your network, we coordinate every aspect of your financial plan to help implement it as efficiently as possible.

Relational

We put people first, building strong relationships and fostering an authentic experience that makes the planning process easy and enjoyable.

Strategic

We analyze your financial picture through multiple lenses to develop sound investment, tax, and insurance strategies that provide financial security for whatever life may bring your way.

Your Adventure Awaits

Call today to discover financial purpose, balance, and freedom!

Contact Us