Your team at CalmWater Financial is prepared to provide you with personal and comprehensive wealth management.  We are committed to developing investment strategies and plans customized for you.  When designing your financial plan, we ask ourselves “What would we do if this were our own life’s savings?”-or- “Would my grandmother feel secure and at peace with this financial plan?”  These reflections have become the hallmark of our guidance.  You can count on us to provide personalized and unbiased advice that will serve your needs throughout your lifetime.  

Our pledge:  To listen, to develop a plan, to provide insights and to guide you in the accomplishment of goals for your lifetime and for the passing of your legacy to your loved ones. 

We have a deeply experienced and collaborative group that consists of four wealth advisors and five exceptionally qualified full-time financial specialists.  With offices in Lexington and downtown Columbia, we look forward to playing an integral part in the achievement of your financial goals. 
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Last Updated: 11/17/14

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