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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2019
- Office Locations
- 1
Office Locations
About Calibration Financial
Calibration Financial is a modern, planning-first advisory firm led by CFP(R) professional and Accredited Wealth Management Advisor Jordan DeBoer, helping individuals and business owners consolidate their full financial picture. The firm builds net worth and cash-flow analyses, quantifies goals, and provides ongoing monitoring with scheduled and on-demand meetings, including guidance on employer benefits, debt strategy, and major purchases. Portfolios are primarily implemented with ETFs; custody includes Altruist.
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Owner & Executives
JORDAN WAIN DEBOER
Chief Compliance Officer, Founder, President
- CRD
- #6554740
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,177,620 | -- |
| Non-Discretionary | $44,198 | -- |
| Total | $16,221,818 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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