Broker Check
Jake Caldwell

Jake Caldwell

5100 Buckeystown Pike
Frederick, MD. 21704
P: 240-235-1394
jake.caldwell@ffgadvisors.com

Schedule a Meeting with Jake

I offer holistic financial strategies for individuals and families. I’m passionate about my work because I know that aligning your resources with your values and goals is going to bring you peace and empower you to pursue your best life, knowing that your family and your future are secure.

Prior to entering the financial industry, I was a minister for 15 years, serving congregations in Maryland and Kentucky. I grew up in the Baltimore area and graduated from Bel Air High School, Eastern University, Asbury Theological Seminary, and Lexington Theological Seminary. 

Currently I am the Treasurer for the Maryland Symphony Orchestra and chair the Board of Stewards of Week of Compassion, which is an international disaster relief and development organization. I am an ordained minister in the Christian Church (Disciples of Christ).

Outside of work and family, I am passionate about pursuing the sporting life, including fly fishing, upland hunting, and clay shooting sports. I love to cook and celebrate life with great friends, excellent food, and ideally, a fine bourbon.

Clergy

Clergy

Finding the right strategy tailored to your unique situation.

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Young Professionals & Families

Young Professionals & Families

Working together toward financial confidence.

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If you are interested in learning more about what I do and how I do it, give me fifteen minutes of your time and let's see if I can share two or three ideas with you that will provide immediate value, and find if there might be a way we can work together.

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Jake.

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AREAS OF FOCUS:

Wealth Strategies

Personal Financial Strategies

Risk Management

Charitable Giving

Cash Flow Planning

Retirement Strategies

Beneficiary Review

Business Strategies

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Living Confidently

Living Confidently

Living Confidently empowers you to take ownership of your decision-making, and prepare for the future.

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The Living Balance Sheet<sup>&#174;</sup>

The Living Balance Sheet®

Innovative thinking & advanced web technology to help you achieve financial balance.

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FINANCIAL VIDEO LIBRARY

Interactive Resources & Tools

<p>Financial Hacks for Millennials: It is Prime Time to Save</p>

Financial Hacks for Millennials: It is Prime Time to Save

While research shows you are saving and earning more than your parents, (woohoo!), are you preparing for the future you want? How can you ensure you are on track to make the most out of these important decades?
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<p>Financial Hacks for Millennials: Don&#8217;t Get Burnt With FIRE</p>

Financial Hacks for Millennials: Don’t Get Burnt With FIRE

In recent years, a new personal finance concept has caught FIRE: Financial Independence, Retire Early.
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<p>Gap Insurance for Leased Cars</p>

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Download "Retire Happy," Our Complimentary Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Jacob Caldwell is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.