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Caliber Investments logo with a lion rampant outline.
Close-up of a jet engine turbine on an airplane wing
Caliber Investments silver logo with a lion rampant

Who We Are:

Caliber Investments is a full service investment firm. We focus on multiple asset classes and offer a full range of investments from many investment companies.

Our Mission:

Here at Caliber Investments, our mission is to offer a broad selection of investment choices while providing personalized service to each and every client. Our primary focus is customized financial planning that is intended to fit all types of investment goals. David J. Elrod is the president of Caliber Investments. He has over 20 years of experience in the securities and annuity industry and holds a bachelor's in science from Moody Bible Institute. In addition, he holds a CFS designation from the Institute of Business and Finance, AIF Fiduciary designation, as well as AAMS designation from the College of Financial Planning. Mr. Elrod has previously appeared on Fox Toledo, WSPD, and worked as an ELP (endorsed local provider) for Dave Ramsey.

Our Core Values:
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  • People before business

  • Provide personalized service to every client every time

  • Act with honesty and integrity without compromise

 
Our Services:
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  • Investment Services

  • Retirement Income Planning

  • Estate Planning Assistance

  • Insurance Services

Calculators

You can review interesting calculators on my site.

View Calculators

Schedule an Appointment

Schedule a phone call, zoom call, or in person meeting with David Elrod using our Calendar link.

View Calendar

Contact Us

Please feel free to contact us with any questions.

Contact Us
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck