How can Casey Calder help you?

Retirement is time for a wise investment strategy, and for professional investment management. 

Fads come and go; investment fundamentals matter.

You want an investment advisor who can keep you on the right course … so you can enjoy life without having to fret over your investments.

Casey Calder offers you a blend of personal attention, extensive financial knowledge, and insight gained through decades of change in the markets and industry.

Nearly four decades of experience

Educated at Penn State, Casey entered the financial services industry right after college in 1980, and this is the only career he's ever had. It is no longer just his work and business, it is who he is. 

Many of his clients have come to him through referral. Like you, they want an investment advisor who is objective and independent, not just a salesman. As President of Calder Financial LLC, he can offer you an unbiased opinion and work for your best interest. 

Pictured to the left, Casey teaching his son Thomas the basics of the game of golf. Below, Casey, his wife Patty, and son Thomas.

A fee-based advisor

As an investment advisor representative of Calder Financial LLC, Casey seeks out those investments that adhere to our philosophy that costs matter. This is done primarily thru the utilization of lower cost index funds and other pure no load investments. This arrangement promotes teamwork and a close relationship with each client.

This may be a refreshing change for you if your past encounters with financial planners have simply involved the purchase of investment products, or an occasional "checking up" on your investments. Casey believes in an ongoing proactive monitoring of your financial health to help you reach your lifetime goals.

A local reputation

Through the years, Casey has helped many Chester County investors – mostly retired professionals and business owners with significant wealth. They confide in him for his ideas and his commitment to their financial well-being.

Discover Casey Calder today. Casey and his wife Patty married in 1991.