Castle Wealth Advisors, LLC combines three companies: Castle Financial Group®, Castle Investment Advisors® (the SEC registered advisory firm) and Castle Valuation Group® to provide comprehensive personal and business financial services. We only charge consulting or investment fees that are paid by our clients, thus we are a comprehensive fee-only financial consulting firm.
Over the years, Castle Wealth Advisors® has evolved into a family office organization, which means we provide a wide range of services for our clients' families, and our services can cover three to four generations in those families.
Our senior advisors take a personal approach to each family we serve and we tailor our services to each individual, family, and/or closely held business with which we work.
Castle Wealth Advisors, LLC provides comprehensive fee-only financial advice to help our clients reach their personal financial goals.
To always act with our client's best interest in mind.
To be a lifelong partner in the pursuit and fulfillment of our client's financial goals.