Castle Financial is a leader in wealth advocacy. We aggregate a group of seasoned and talented independent professionals to guide, protect and perpetuate the wealth of our valued clients. By using a thoughtful and sophisticated approach to financial planning, portfolio construction, estate planning, asset protection and risk management, we help bring organization, structure and peace of mind to our clients.

Our services are available to retirees, high net worth individuals, business owners, and those seeking guidance on 401ks, retirement plans, endowments and foundations. We build our client portfolios with the help of money managers from some of the oldest and most prestigious money management institutions in the world. Our approach to investing is conservative, and we aim for high returns while keeping risks at a minimum.