Castle Wealth Advisors, LLC
INDIANAPOLIS – 6.4.2018 – Benjamin Mart, CFP®, Financial Analyst with Castle Wealth Advisors, LLC, earns his Certified Financial Planner® certification after completing all of the education and work obligations required by the CFP board of directors and passing a comprehensive final exam. The major areas of education for personal financial planning include professional conduct and regulation, general principles of financial planning, education planning, risk management, investment management, and estate and gift tax planning.
Benjamin joined Castle Wealth Advisors in 2016 and is responsible for insuring that clients’ personal and financial information is accurately shown in Castle’s financial consulting software. He also manages the preparation of financial reports for client meetings and assists clients directly.
Benjamin earned a Bachelor of Science in Business from the Kelley School of Business at Indiana University in Bloomington, IN.
More information about the Castle Wealth Advisors companies can be found below. If you have additional questions, please contact Amy Hayes, Communications Manager at , or visit www.Castle3.com.
Castle Wealth Advisors, LLC specializes in helping high net worth families and closely-held business owners with succession planning, valuations, estate and income tax analysis and asset management. Castle’s senior partners work with clients throughout the country in making logical decisions that help them fulfill their personal and business financial goals.
Castle Wealth Advisors is comprised of three separate companies. Castle Financial GroupTM, Inc. (CFG) provides wealth management strategies for successful closely-held family business owners and other high net worth families. Castle Investment AdvisorsTM, LLC (CIA) is a registered investment advisory firm and actively manages assets for individuals, trusts, private family foundations, and corporate retirement plans. Castle Valuation GroupTM, LLC (CVG) provides business valuations for closely-held family businesses in the industries in which it specializes, including hardware, lumber, floor covering, HVAC, office supplies, agricultural products, auto parts, trucking and logistics. Cumulatively, the companies of Castle Wealth Advisors, LLC work with more than 600 clients in all 50 states.