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
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
About Nate Byers, CPA/PFS
I built Calculated Wealth around serving families transitioning through or living in retirement. Our focus on the retirement transition is deeply ingrained in our wealth planning process.I spent the first ten years of my 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 partner with motivated families on their wealth plans confidently.
Outside of work, I love spending time outdoors with my wife, Krystal, and our two sons, Brody and Kaden.
Professional Designations
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
-
AICPA Personal Financial Planning (PFP)
- American Institute of CPAs
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 complimentary introductory call. No need to bring anything to our initial call. Let’s spend 20 minutes getting to know each other and determine if a planning-only or full-service partnership is the best fit. If I’m not a good fit for you, I promise to help direct you to someone who is. I look forward to speaking with you.Offers Investment Management
Yes
About Calculated Wealth
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
Volunteer Experience
Actively coaching youth sports for my two sons.
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Investment Tax Planning
✅ Wealthtender Certified Advisor Review™
May 20, 2025
Nate uses his expert knowledge of both taxes and investments to provide strategies to provide for income in retirement that were tax efficient now as well as logical in the long run as many of my assets will be left to the next generation. Although I have a background as well in this field, his strong tax expertise helped my husband and I balance out our current income goals with our future transfer of assets to our children.
Relationship to Financial Advisor: Client as of May 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thanks
✅ Wealthtender Certified Advisor Review™
May 5, 2025
Nate was a great in helping me with my questions and ideas in the strategy’s I was investing in. Im more confident and clear in the direction I’m investing. If you’re looking for a advisor that’s open to more strategy’s than buy and hold and using tactical strategies give Nate a call.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great communication and follow through
✅ Wealthtender Certified Advisor Review™
Apr 30, 2025
Nate is a great communicator and always follows through on his promises. I take great comfort knowing that I have him watching out for me and is always willing to talk when I have a question.
Relationship to Financial Advisor: Client as of Apr 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This client is related to the advisor, which may present a conflict of interest.
A very positive review of Nate Byers and his firm Calculated Wealth, LLC
✅ Wealthtender Certified Advisor Review™
Apr 30, 2025
I have followed the arc of of Nate’s professional career over the past 10 years, from the period when he was preparing my family’s trust tax returns as an employee of a CPA firm, through his period managing high net worth portfolios for an investment bank in Madison, Wisconsin, and then establishing his own firm. Throughout that period he has exhibited a clarity, maturity, and poise that I would have expected only from someone with a much longer professional history. He first advised me on my own management of family and personal trust assets, as I transitioned from my own more erratic and emotional approach towards using the quantitative tactical asset analysis techniques he employs. Several years ago I completely transferred management of my assets and estate arrangements to him. Other members of my family have made similar decisions, so that he now has a balanced overview of the interests of everyone. It has been a pleasure to work with him, and I recommend his services without any reservations.
Relationship to Financial Advisor: Client as of Apr 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
excellent service and performance
✅ Wealthtender Certified Advisor Review™
Apr 29, 2025
I found Nate Byers to be very personable, attentive and easy to work with. The fund has had excellent results in these chaotic times.
Relationship to Financial Advisor: Client as of Apr 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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