Calfee Financial is an independent financial advisor that provides concepts, strategies and comprehensive management services for your individual and business financial planning, wealth management and succession goals and needs.

We work with each client on a highly personal basis, building integrated and focused strategies from each person's needs. As an independent consultant, we are able to freely pursue a coordinated interdisciplinary approach to serving your needs: recommending providers, products and services best-suited to you.

Founder Peter H. Calfee has extensive experience in traditional and nontraditional approaches to serving demanding clients, including more than nine years at International Management Group. Strategic allied resources include attorneys, accountants, family business specialists, clinical psychologists and investment firms accomplished in their industries who can contribute to the creation and execution of your strategy.