Built on trust, over decades
Calderon Fortney Financial Group was built on a simple idea: the best financial plan is built on trust, and trust takes time. We are a team of advisors who get to know you, understand what you are working toward, and stay with you as your life changes.
We are fiduciaries, which means we are legally bound to put your interests first. And we are independent, which means our advice is not tied to selling you a product. Our job is to help you make smart decisions with your money, plain and simple.
We are big enough to offer the full range of services you need, and small enough that you will always know exactly who you are talking to. Most of our clients are families and small business owners in Connecticut and across New England.
Three things we do not compromise on
Fiduciary, by law
When we give investment advice, we are held to a fiduciary standard. That means we are legally bound to act in your best interest — not ours, and not a product company’s.
Independent advice
Our guidance is not tied to selling you a particular product. We are free to recommend what actually fits, and to tell you when the answer is to do nothing at all.
Relationships that last
The best financial plan is built on trust, and trust takes time. We get to know you, and we stay with you as your life and your goals change.
Advisors you can call by name
Leonel Calderon has spent more than four decades helping families and business owners across Connecticut make smart decisions with their money. Matthew Fortney, a CFP®, brings over 25 years of experience and a belief that planning should feel like a conversation. Together they built a practice around a simple promise: put the client first, and explain everything in plain English.
Meet the team or get in touch to start a conversation.
Ready to talk about your plan?
The first conversation is just a conversation. No cost, no obligation, and no pressure.