Fee-Only Fiduciaries Growing generational wealth for families since 1993
Nationally Recognized PhD-Led Wealth Management Team
Introducing Camarda Wealth
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â—ˆ Active Portfolio Management
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â—ˆ Estate & Trust Planning
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â—ˆ Risk Management
â—ˆ Much More
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We work for you, not commissions. Pure fee-only wealth management, focused on maximizing your wealth.


Led by PhDs and CFA®s with decades of experience. Impressive credentials for the financial guidance you need.


Integrated CFA®/CMT® portfolio management, plus plans for estate, tax, retirement, & more.
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Summary of improvement opportunities
No pressure. Just no-cost, personalized advice & a complementary wealth improvement assessment, plus an opportunity to interview us as a potential resource for your family.
Portfolio Management with Full Service Financial Planning & Wealth Management
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Camarda Wealth Blog
Smart Money Investment Strategies
When it comes to investing money, the more things change, the more they stay the same. Often consumers start investing using savings accounts, the money market, and other short- term investment options. Later, when they start to save for retirement…
The Pros and Cons of 401k Rollovers
We often get questions on the wisdom of rolling over from a 401k. Here’s a deep dive on the subject. When people change jobs or retire, one of the biggest challenges is deciding if it’s smart to rollover at 401(k)-type…
Last Minute Tax Tips & Tactics – Part I
Ah, it’s March again, and the tax madness musters anew. For those who yearn to file by April 17th, the pressure begins to build. Before the mad dash takes off in earnest in just a few short weeks, you may…
Annuities Investment Advice
As most clients know, Camarda does not typically recommend annuities. Still, this material may be helpful as a refresher, or to pass on to someone you care about. In most of the cases we’ve seen, the products are very expensive,…
What Could You Achieve with Truly Customized Wealth Care?
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