Dieter J. Kaelker, CFP, EA provides comprehensive Financial Management Services. Our philosophy is to provide our clients with both personal and professional service. We offer fee based Investment Advisory and Asset Management Service, Estate and Tax Planning, Audit Representation, Insurance and a full range of Business Consulting Services.

Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring progress and informing them as to the status of achievement.

The success of our firm is based on an avid commitment to research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. This investment in our company has allowed us to give our clients intensely personalized asset analysis, allocation and investment services. It is for these reasons that retaining the services of Dieter J. Kaelker, CFP, EA is the best decision you could make.