Nate Byers, CPA/PFS, CEPA
Wealth Planning for Curious Learners
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Calculated Wealth
Nate Byers, CPA/PFS, CEPA
Madison, Wisconsin
Serving Clients Nationwide
Wealth Planning for Curious Learners
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Nathan (Nate) Byers. I partner with growth-minded individuals and their families to facilitate financial stewardship through wealth planning. My goal is to empower families to connect their why to their wealth so they can make smart financial decisions.I enjoy working with curious learners through life’s transitions. This includes the known transitions such as retirement and wealth transfer. It also includes unknown transitions, such as tax policy changes and life plans.
As a CPA – Personal Financial Specialist (CPA/PFS), I have a deep tax and retirement planning background. While I focus on the numbers, how those numbers intersect with your life is what matters. My job is to teach you how to optimize the math while coaching you on how to use that information to live the life you desire.
As a registered investment advisor, I am held to the fiduciary standard of care. I am legally and ethically required to act in your best interest when providing personal financial advice. To provide transparency and avoid conflicts of interest, I do not receive compensation from the sale of investment or insurance products. The fee you pay is for the value I expect to deliver. All financial recommendations are tailored to fit your personal objectives and values.
During my leisure time, I hang out with my wife and two sons. If it wasn’t for my wife nudging me into having kids, I would have never understood how amazing it is to be a dad.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- 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 30 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
Offers Tax Preparation
Yes
About our Firm
We partner with families through various life transitions to help them live the life they desire.CALCULATED WEALTH PARTNERSHIP
✅ Fee-only wealth planning and investment management
✅ Serve clients as family CFO (you remain in charge and make key decisions)
✅ Coordination with your CPA, Attorney, and other advisors when needed
✅ Empowering families with the knowledge to make smart wealth management decisions
✅ Long-term wealth planning relationship
CALCULATED WEALTH INVESTMENT PROCESS
Our investment process is best for families seeking a full-service partnership. It’s designed for nice and intentional families who have a long-term view of life. We believe all families want the same things from their retirement portfolio:
✅ Maximize cash flow early in retirement
✅ Maintain consistent cash flow throughout retirement
✅ Minimize short-term drawdowns (portfolio losses)
✅ Our investment management process is designed with this in mind.
CALCULATED WEALTH PLANNING PROCESS
Our wealth planning process is designed to navigate the intersection of life and math. This is best for helping you navigate life’s transitions. Life transitions include the known (e.g. retirement, end of life, etc.) and the unknown (e.g., tax policy changes, life just happening, etc.)
You can partner with us for wealth planning only or as part of our full service-wealth partnership.
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2023 Wealthtender, Inc.
Leave a Reply