A complete list of active advisors currently associated with Castle Rock Financial Planning, Inc.

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

Castle Rock Financial Planning serves individuals — including high-net-worth clients — as well as trusts and estates, offering personalized financial planning and discretionary portfolio management. Its services cover retirement, tax, estate, insurance, education funding, cash-flow analysis, and implementation support through custodial brokerage accounts. The firm operates as a fee-only fiduciary and places trades under a limited power of attorney while recommending a qualified custodian for asset custody and execution. Investment programs are built from stocks, bonds, mutual funds, and ETFs and are monitored through regular account reviews and periodic client meetings to track progress against documented goals. Compared with many peers, Castle Rock is a single-advisor practice led by a principal with advanced professional credentials (CFA, CFP, AIF) and uses fee arrangements beyond a pure percentage-of-assets model, including project-based planning and flat periodic advisory fees that can be tailored to client complexity. The firm does not accept commissions, makes clear that it has constructive custody through automatic fee deduction, and expects clients to retain proxy voting authority rather than voting securities on their behalf.

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