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How We Started

Founded in 1996, Kalejta Financial Management is a privately-owned, investment advisory services and wealth management firm focused on retirement readiness. We provide independent and objective advice to a wide array of affluent individuals and families in Montgomery, Bucks and Chester county and beyond. The advisors at Kalejta Financial Management pride themselves on crafting unique strategies for each client. 

Our vision is to empower every client with the ability to develop purposeful strategies to build their wealth, protect their dreams, and achieve the retirement they deserve.

Our mission as an independent financial planning firm is to represent our clients and their interests acting in a fiduciary capacity.  We have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times. 

To ensure our team functions at its best, we require that each new client relationship we establish meets some specific criteria: 

1. We have good chemistry,

2. Our goals align,

3. We can add value to your current investment strategies and;

4. Our minimum net worth requirement is satisfied. 

None of these criteria are designed to exclude others, but rather to ensure our clients receive the utmost level of personal care!