About the firm
That a family deserves financial advice with no agenda but their own. Calderwood has held that line — independent and fee-only — for nearly three decades.
Eleanor Calderwood founded the firm in 1998 after a decade inside a national brokerage, where she watched good advisors steered by sales quotas and product shelves. She left to build the opposite: a firm whose only incentive was the client sitting across the table.
That meant choosing to be fee-only from day one — no commissions, no proprietary products, no referral kickbacks. It meant bringing tax and estate expertise in-house rather than shrugging clients off to someone else. And it meant growing deliberately, household by household, rather than chasing scale.
Today Calderwood stewards $4.7B for 1,240+ families from 6 offices across the Mountain West. We’ve grown, but the idea hasn’t changed: advice you can trust because there is nothing else it could be serving.
No product sales, no commissions, no hidden revenue-sharing. Our only compensation comes directly from clients, so our advice answers to you and no one else.
Your financial plan and your portfolio are managed by the same team, in the same conversation. Strategy never gets lost in the handoff between a planner and a money manager.
An in-house CPA reviews the tax consequence of every meaningful move — withdrawals, gifting, equity comp, Roth conversions — before it happens, not the following April.
Every household is served by a named lead advisor and a dedicated planning associate. You will not navigate a call center or meet a new face each year.
The team
Calderwood advisors hold the CFP®, CFA, and CPA credentials and average more than fifteen years in the profession. Every household is paired with a named lead advisor and a dedicated planning associate.
CFP®, MBA
Founder & Chief Executive Officer
Eleanor founded the firm in 1998 after a decade at a national brokerage convinced her that families deserved advice free of sales quotas. She leads the firm’s planning philosophy and still personally advises a small group of long-tenured households.
CFA
Chief Investment Officer
Marcus chairs the investment committee and oversees portfolio strategy across every client relationship. He spent twelve years managing institutional fixed-income mandates before joining Calderwood to bring that discipline to individual investors.
CFP®
Senior Wealth Advisor
Priya leads complex planning for executives and multigenerational families, with a particular focus on equity compensation and charitable strategy. She joined the firm in 2009 and mentors the next generation of Calderwood advisors.
CPA/PFS
Director of Tax & Estate Planning
James runs the in-house tax practice that distinguishes Calderwood from most advisory firms. He reviews the tax consequence of major client decisions year-round and coordinates directly with clients’ attorneys and accountants.
CFP®
Wealth Advisor
Sofia works with early-career professionals and young families building their first comprehensive plans. She is known for translating dense financial decisions into plain language and a clear set of next steps.
CFA
Portfolio Manager
Daniel implements the investment committee’s strategy across client accounts, leading the firm’s tax-loss harvesting, rebalancing, and trading operations. He joined Calderwood in 2015 from a quantitative asset manager.