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 (doing business as Fortifying Your Future LLC) provides portfolio management, financial planning, and pension consulting to individuals and employer‑sponsored retirement plans. The firm’s services explicitly include ERISA fiduciary options for retirement plans, offering both non‑discretionary 3(21) advisory support and discretionary 3(38) investment manager roles. The firm documents client objectives in individualized investment policy statements, seeks discretionary trading authority for ongoing management, and tailors portfolios for goals, cash‑flow and liquidity needs, tax status, held‑away assets, concentration risks, and any client values or ESG restrictions. Its investment process uses fundamental and quantitative analysis and modern portfolio theory with a long‑term trading orientation, typically employing mutual funds, ETFs, and fixed‑income instruments including TIPS, and provides at‑least‑quarterly reviews and reporting. Distinctive aspects include the firm principal’s simultaneous role as a licensed insurance agent who sells insurance products and accepts commission compensation — a disclosed conflict of interest — and a clear emphasis on pension consulting and ERISA fiduciary services that are less common among similar solo independent advisers. The firm works with a very small, concentrated client roster rather than mass‑market retail individuals and requires custody through a single institutional custodian.
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.
Name |
Location |
Years of experience |
|---|---|---|
Verona, WI
| 21
|
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