About Us

Value Proposition

Caleb Consulting Group, Inc. is a financial consulting firm based in Bellevue, Washington. We provide our clients with objective, unbiased advice on matters ranging from asset management to fiduciary responsibilities. Our focus is on serving pensions, trusts and foundations as well as high-net-worth individuals. We offer a highly customized process in helping clients reduce financial dangers while capturing opportunities.

We believe that the best decisions are derived from not only good information, but also from the wisdom in knowing how to apply the knowledge. We also believe that “wisdom comes in numbers” and therefore have developed a network of trusted advisors including certified public accountants, estate planning attorneys, and insurance professionals to help our clients achieve their goals. Through our affiliation with ePlanning Securities, Inc. and National Financial Services LLC (NFS) and with access to their services, research and technology, we provide formidable competition to the large “wirehouse” brokerage firms. Yet we serve our clients with a personal touch and exclusivity that is typically found only at smaller, boutique firms. Many of our clients have indicated they like our consultative and unbiased approach in the preparation and delivery of recommendations and advice.

Our motivating drive in serving our clients is helping them to accomplish their financial goals and enabling them to positively impact the lives of others.

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Our Background


Through our affiliation with ePLANNING we have access to a wide array of financial products and services. Unlike many competitors, ePLANNING is a non-proprietary Broker/Dealer, which means we neither offer nor market any products of our own. Thus, we serve our clients in a third party capacity helping them to objectively evaluate their situation and explore the possibilities. (ePLANNING BCP disclosure)


Clearing and custodial services are provided to ePLANNING Securities, Inc. on a fully disclosed basis by National Financial Services LLC (NFS). A FIdelity Investments company, National Financial custodies more than $591 billion in assets representing over 5.2 million customer accounts. Their Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry partners. This holistic, solutions-oriented approach is designed to helps us attain competitive advantage by driving growth, creating efficiency and managing risk.

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