A complete list of active advisors currently associated with Castellan Financial Advisors

Warmer can help you find a great advisor at Castellan Financial Advisors or one who fits your needs even better.

Castellan Financial Advisors provides fee-only financial planning, investment consultation, and investment supervisory services to individual investors, trusts, estates, charitable organizations, and business entities. The firm manages roughly $12.8 million for a small client base and also offers hourly planning engagements and implementation assistance when requested. The adviser uses a core-and-satellite investment approach that blends passive index exposures with select active managers, typically employing mutual funds and ETFs and incorporating both fundamental and technical analysis with periodic, tax-aware rebalancing. Investment recommendations are presented for client approval and, by firm policy, all portfolio actions require client authorization rather than being executed at the firm’s discretion. Noteworthy features include that all assets reported under management are handled on a non-discretionary basis, a practice that is uncommon among independent advisers and means clients retain final trading authority; the firm also does not vote client proxies. The principal is CFP‑certified and serves in multiple oversight roles, and the firm describes its custodian selection, fiduciary policies (including adherence to a NAPFA-style fiduciary oath), and periodic reviews of conflicts and service providers in its ADV.

To learn more about the advisors currently working at Castellan Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.