Excalibur is a multi-generational Registered Investment Advisor that has been providing investment and wealth counsel continuously since 1979. As a privately-owned firm, we have been able to achieve long-term continuity, stability, and objectivity for our clients. 

We have built trusted relationships with many clients that have lasted for decades, and we are currently working with multiple families into their 3rd generations. Our national client base includes wealthy families, endowments, and foundations.