A complete list of active advisors currently associated with Castle Financial

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

Castle Financial provides discretionary portfolio management to individuals, high‑net‑worth clients, and trusts or estates, and also offers written financial planning across topics such as retirement strategy, cash‑flow analysis and estate preservation. Financial planning is offered as a distinct service and is delivered on a set timeline contingent on timely client documentation. The firm tailors investment programs to each client's objectives, time horizon and risk tolerance, using fundamental, cyclical and technical analysis as appropriate and monitoring portfolios on an ongoing basis. Castle Financial requires client authorization for discretionary trading and may retain third‑party sub‑advisors to manage all or a portion of client assets while maintaining oversight and the authority to hire or terminate those sub‑advisors. Noteworthy for this regulatory peer group, the firm combines fixed‑fee financial planning with individualized portfolio management and explicit selection and oversight of sub‑advisors—features that are relatively uncommon among similarly categorized firms. Management also discloses outside licensed activities in insurance, real estate and tax preparation that may be offered for separate compensation and states that it does not act as a private‑fund adviser.

To learn more about the advisors currently working at Castle Financial, 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.