CAER Financial Group · Faith · Family · Financial Responsibility

We built this firm at our dinner table — for yours.

"If you don't have a plan, you have a hope. We're here to move you to certainty." A holistic wealth firm built by parents who understand exactly what your family has at stake.

Schedule My Strategy Call → Why holistic?

The Holistic Difference

One firm. One plan. Every piece of your financial life — connected.

At CAER Financial, we take a holistic approach. Most families don't have a money problem — they have a coordination problem. A tax preparer who never speaks to the advisor. An estate plan that ignores the retirement strategy. Bookkeeping that lives in a separate world entirely.

We refuse to plan in pieces. Estate, retirement, tax, bookkeeping, insurance, and the next generation's literacy are woven into a single integrated strategy — so nothing falls through the cracks, and every dollar is working toward the same future.

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Jessica and Thomas Arnwine, founders of CAER Financial Group — "We are not raising children. We are raising future Stewards — and we plan for your family the way we plan for ours."

Thomas & Jessica Arnwine · Founders

What We Stand For

Three principles. One promise.

01 / Faith

Our word is our architecture

We operate with transparency and honesty — committed to doing right by every family, whether or not they ever become a client.

02 / Family

We know what you have at stake

As parents of six, we understand what it means to protect the people you love most. Every strategy safeguards your future across generations.

03 / Financial Responsibility

Hope is not a strategy

We replace financial anxiety with mathematical certainty — the data, the plan, and the confidence to move forward.

Leadership & Advisory Team

The people behind your plan.

Jessica Arnwine

CEO & Managing Partner

Jessica leads CAER's client relationships, the Women's Wealth Initiative, and the Young Investors program — on a mission to make planning accessible and empowering, especially for women and single-income households.

CEO & Managing Partner, CAER Financial Group
Women's Wealth Initiative founder
Young Investors program director
Executive Producer — Firm Foundations EBook & CFG Podcasts

Thomas Arnwine

President

Thomas brings over two decades in accounting, finance, and risk management. His analytical rigor is the backbone of every CAER analysis — turning raw numbers into a clear, actionable roadmap for every family he serves.

20+ years in accounting, finance & risk management
IUL & fixed indexed annuity specialist
Integrated tax & estate strategy
Licensed Wealth Advisors across America

Serving Families Everywhere

Licensed Wealth Advisors across America.

We are a fully virtual, digital-first firm built for the way families live in 2026. Zoom and phone work beautifully — your plan doesn't depend on a zip code. Wherever you are, your dinner table can become the most important boardroom in your life.

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The CAER Standard

Real-time strategic partnership — not quarterly check-ins
AI-augmented planning, human-led judgment
Faith-centered, family-first, fiduciary mindset
One integrated plan across every discipline

Boutique capacity

We onboard a limited number of new families each quarter.

Holistic planning is intensive by design — so we cap how many families we take on at once to protect the depth of service every household receives. When a quarter fills, new families wait. Claim your seat while it's open.

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Your family deserves a plan built with the same care we give our own.

Book a complimentary strategy session. In 45 minutes you'll see exactly where you stand — and the first three moves that change everything.

Book My Appointment → Email Jessica Directly

No cost · No obligation · 45 minutes