INVESTMENT MANAGEMENT & RISK ANALYSIS

Personalized, Risk Appropriate, Investment Strategies to Grow and Preserve Wealth

INDEPENDENT, TRUSTED ADVISORS

Excalibur’s mission is to protect each client’s financial security while growing wealth through risk appropriate investment strategies. We take the time to get to know each client in order to provide the customized solutions that will help you achieve your unique goals while preserving and growing your wealth.  Our culture is one of integrity and thoughtful attention to detail, and we pride ourselves on delivering unbiased and deeply researched advice to maximize your confidence, peace-of-mind, and trust in all that we do for you. 


We are honored to have worked with many of our clients for decades and across multiple generations. 

WE PROVIDE DEEPLY RESEARCHED, UNBIASED ADVICE