• Welcome to Castle Financial

    As an objective -- fee only -- firm with our clients best interests and needs at heart, Castle Financial is a leader in wealth advocacy. We aggregate a group of seasoned and talented professionals to guide, protect, and perpetuate the wealth of our valued clients. By using a thoughtful, unbiased, and sophisticated approach to financial and retirement planning, portfolio construction, estate planning, asset protection, and risk management, we help bring organization, structure and peace of mind to clients.

    Our services are available to investors, retirees, pre-retirees, high net worth individuals and business owners. We also offer guidance on 401k, profit sharing, retirement plans and IRA Rollovers. Our approach to investing is both tactical and conservative and we aim for competitive returns while keeping risks at a minimum. Our proprietary macro tactical trend models provide insights into markets that allow us to position clients to potentially make money in both up and down markets.

    We have offices in New York City, New Jersey, Florida and are also able to serve the entire United States. Feel free to contact us for a complimentary consultation.