Fee-Only Retirement Planning in Madison, Wisconsin
Calculated Wealth is a fee-only fiduciary retirement-planning firm serving people in Madison, Wisconsin and beyond. Led by Nate Byers, CPA/PFS, the firm helps people approaching or living in retirement coordinate their investments, retirement income, taxes, and other major financial decisions.
Who We Help in Madison
- People approaching retirement
- Recently retired households
- Households looking for clear, non-commission advice
- People who want retirement planning integrated with investment guidance
What We Help With
We help you turn your retirement savings into a thoughtful, sustainable income strategy. Our approach includes retirement income planning, tax-aware withdrawal strategies, Social Security planning, ongoing investment management, and coordination with your CPA, attorney, and other professionals to keep your financial strategy working together.
Meet Nate Byers
Meet Nate Byers, a CPA and PFS professional who has been helping families navigate their financial futures since 2015. With a background in public accounting and tax, Nate brings a holistic, practical approach to retirement planning, wealth management, and long-term financial decisions.
Ways to Work With Us
Retirement Transition Package
The Retirement Transition Package is a flat-fee, 3-month planning engagement designed to help you approach retirement with clarity and confidence. We’ll evaluate your financial picture, test retirement scenarios, and develop practical strategies for income, taxes, Social Security, and investments, without requiring an ongoing advisory commitment.
Learn more about our Retirement Transition Planning >
Full-Service Wealth Management
Full-Service Wealth Management provides ongoing financial planning and investment management for families who want a trusted partner throughout retirement and beyond. We coordinate across investments, taxes, estate planning, insurance, and retirement income while working alongside your other professionals to keep your financial strategy aligned as life changes.
Learn more about our Full-Service Wealth Management >
Why Fee-Only Matters
We are paid directly by our clients, not through commissions or product sales. This allows our advice to be centered on the client relationship and your financial goals, rather than on selling financial products.
Madison, Wisconsin Retirement Planning
Retirement in Wisconsin comes with its own tax and cost-of-living considerations. We help Wisconsin families plan for retirement income with these local factors in mind, from understanding how retirement income may be taxed to evaluating housing, healthcare, and other expenses as your lifestyle changes.
Frequently Asked Questions
Do you work with clients in Madison, WI in person?
Yes. Calculated Wealth is headquartered in Madison, Wisconsin and offers both in-person meetings for local clients and virtual meetings.
Are you a fee-only financial advisor in Madison?
Yes. Calculated Wealth is a fee-only firm and is compensated directly by clients for financial guidance and portfolio management.
Do you specialize in retirement planning?
Yes. Calculated Wealth focuses on helping individuals and families who are approaching retirement or already retired and want coordinated planning around income, taxes, and investments.
How do I schedule a consultation with Calculated Wealth?
You can get started by scheduling an introductory call through the website to discuss your goals and determine whether the firm is a good fit.
Ready to Plan Your Next Chapter?
Take the next step toward a more confident financial future with Calculated Wealth. Schedule an introductory conversation to discuss your goals and how we can help.
Calculated Wealth
- 2921 Landmark Pl Ste 215, Madison, WI
- 608-400-4072