Castle Wealth Advisors, LLC combines three companies: Castle Financial GroupTM, Castle Investment AdvisorsTM (the SEC registered advisory firm) and Castle Valuation GroupTM 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 AdvisorsTM 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.