Nate Byers, CPA/PFS
Helping families navigate the retirement transition
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Calculated Wealth
Nate Byers, CPA/PFS
Madison, WI
Serving Clients Nationwide
Helping families navigate the retirement transition
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
I built Calculated Wealth around serving families transitioning through or living in retirement. Our focus on the retirement transition is etched deep inside our wealth planning process.I spent the first ten years of his career in public accounting, where I developed a deep background in tax. I leveraged this experience to help families navigate life's transitions since 2015. I've spent thousands of hours studying and seeking mentorship from the industry’s top experts to confidently partner with motivated families on their wealth plans.
Outside of work, I love getting outside with my wife Krystal and two sons (Brody & Kaden).
Professional Designations
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
- AICPA Personal Financial Planning (PFP)
Primary Location
2921 Landmark Place, Suite 215-332 Madison, WI 53713-4247
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. No need to bring anything to our initial call. Let’s spend 20 minutes getting to know each other and discover if a planning-only or full-service partnership makes sense. If I’m not a fit for you, I promise to help direct you to someone better. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
We partner with motivated individuals and their families to facilitate financial stewardship.We work well with families managing closely held assets, successful first and second-generation business owners, professional real estate owners, and families with multi-generational and charitable planning goals.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
Education
University of Wisconsin-Whitewater, MBA, Finance; B.A., Accounting
Hobbies and Interests
- Baseball
- Boating
- Cycling
- Eating Out
- Exercising
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- DIY Investors
- Living in Retirement
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