Broker Check
Jake Caldwell, MS, CFP®

Jake Caldwell, MS, CFP®

Managing Partner & Senior Wealth Advisor

Jake believes that we are free to live our best lives when our financial resources are aligned with our goals and values. He is passionate about his work as an advisor because he knows that sound financial planning is going to help you experience peace today and confidence in your future. In addition to holding Series 7 and Series 66 registrations, Jake holds a master's degree in financial planning, is a Certified Financial Planner®, an Accredited Wealth Management Advisor™, and an Accredited Behavioral Finance Professional™.


Jake serves a variety of community and benevolent organizations in an advisory, volunteer capacity. Currently he is a board member for Week of Compassion—an international disaster relief and development organization and the Maryland Symphony Orchestra.


When Jake is not at work, he is usually enjoying the great outdoors with his wife, daughters, and their beloved English Springer Spaniel, Bess. He is passionate about pursuing the sporting life, including fly fishing, upland hunting, and clay shooting sports. He loves to cook and celebrate life with great friends, excellent food, and ideally, a fine bourbon.