WELL-COORDINATED MANAGEMENT
OF ALL YOUR ESSENTIAL FINANCIAL AFFAIRS
When you become our client, you gain the benefit of having an entire team of experienced and dedicated financial professionals working together on your behalf, sharing their knowledge and perspective to address your financial needs.
Caliber pairs personalized local expertise with the resources of a large firm to help clients to feel confident no matter what situation or markets we face.
MEET CALIBER
CFP® — Financial Advisor & Managing Partner) | “As a third-generation financial advisor, I am dedicated to upholding the highest fiduciary standards to manage and protect every aspect of your financial life.”
HUMAN RESOURCES MANAGER | “I focus on supporting our team operational talent so Caliber consistently delivers top-tier service to our client base.”
FINANCIAL ADVISOR | “I work closely with families to construct structured, long-term wealth strategies designed to provide clarity through every market cycle.”
SENIOR CLIENT SERVICE MANAGER | “I ensure your account operations and day-to-day service requests are processed accurately and efficiently.”
CRPC®, APMA® — Director of Advice Solutions & Financial Advisor | “My goal is to simplify complex financial choices—from retirement and estate strategy to wealth management—so you can focus on your life goals with complete confidence.”
Client Service Manager | “I manage routine money movements, transactions, and account updates to keep your financial maintenance effortless.”
CFP® — Financial Advisor | “I focus on delivering comprehensive financial planning to help Kansas City individuals and business owners preserve and grow what they have built.”
CRPC®, APMA® — Financial Advisor | “I deliver tailored advice solutions that help align your immediate financial decisions with your ultimate long-term objectives.”
CLIENT SERVICE MANAGER | “I handle account logistics and service inquiries to provide prompt, reliable assistance whenever you reach out.”
CLIENT SERVICE MANAGER | “My focus is maintaining responsive communication and swift execution across all client account inquiries.”
CFP®, CRPC® — Financial Advisor | “I view wealth management through a long-term lens, building resilient portfolios designed to safeguard capital and withstand changing economic conditions.”
CFA® — Chief Investment Officer | “I focus on applying rigorous financial analysis and disciplined investment strategies to drive long-term portfolio performance for our clients.”
CFP® — Financial Advisor | “I translate complex wealth concepts into straightforward, actionable guidance so you always have a clear roadmap for your financial future.”
CFP® — Financial Advisor | “I take a holistic planning approach to ensure every element of your investment, tax, and estate strategy works seamlessly together.”
CHIEF OPERATING OFFICER | “I oversee firm operations to ensure seamless execution, high structural efficiency, and consistent service delivery across all client relationships.”
CLIENT SERVICE MANAGER | “I streamline administrative workflows and account setups to guarantee a frictionless onboarding and service experience.”
DIRECTOR OF SERVICE DELIVERY | “I optimize operational processes to maintain high service standards across every client interaction at Caliber.”
CFP®, CRPC® — CEO & CCO | “I lead Caliber with a commitment to rigorous fiduciary compliance and objective advice that always places client outcomes first.”
DIRECTOR OF CLIENT ENGAGEMENT | “I coordinate client communications and firm resources to ensure you remain fully informed and engaged with your wealth management plan.”
CRPC®, AAMS® — Financial Advisor | “My priority is breaking down intricate portfolio strategies into transparent, manageable steps that keep you moving toward your financial targets.”
CLIENT SERVICE MANAGER | “I resolve account maintenance tasks and technical operational requirements quickly to support your advisor’s planning work.”
CFP® — Director of Compliance | “I enforce strict regulatory and operational safeguards to ensure all firm activities adhere to the highest industry standards.”
CFP®, RICP® — Financial Advisor | “As a fee-only fiduciary advisor, I provide objective, conflict-free wealth and retirement income planning designed purely around your best interests.”
OFFICE MANAGER | “I oversee office administration and scheduling to ensure prompt communication and efficient client visits.”
CFP® — Financial Advisor | “I help families design and implement multi-generational wealth strategies that protect capital and secure a lasting financial legacy.”
GET TO KNOW US
Employee Spotlight
JEFFREY OSTRANDER CFP®, CRPC®
FINANCIAL ADVISOR
Partners = Owners that have strategic control and responsibility over the direction of the firm.
Investment advisory services provided by Caliber Wealth Management, LLC, a registered investment adviser.
This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.
Caliber Wealth Management, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
