Fair Haven Commons,
740 River Road, Suite 208 & 209,
Wealth Management the Right Way
Helping our clients achieve their lifetime financial goals and protect their family's future.
Supporting & Guiding You
Providing objective, unbiased advice deeply informed by your needs and financial goals.
Making Financial Knowledge Accessible
Simplifying financial complexities and providing resources and education to empower our clients.
As a fiduciary, Castle Financial puts your interests first! Our fee-based independent SEC Registered Investment Advisory Firm offers personalized financial guidance to help you achieve your goals during your working years and into retirement. With a risk-averse approach and tactical investment strategy, we're passionate about securing your family's financial future.
As a Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, and Certified Digital Asset Advisor™, Al is a top-notch financial expert with an impressive background as a former 5-star rated Morningstar Institutional Money Manager.
Castle Financial is here to help you achieve your short and long-term goals while protecting what matters most in your life with warm and professional financial planning guidance from Al and our expert team. Together, we can put you on the path to financial success!
We help our clients develop personalized financial plans, utilizing various investments and strategies, to provide retirement income that will last a lifetime.
We structure portfolios with leading money managers and select them using a rigorous screening process in order to achieve our valued clients financial goals.
We offer through our network of professionals comprehensive family legacy planning and wealth transfer counseling to preserve, pass on, and gift assets to future generations.
As a leading Financial Advisory Company, we help clients create plans for retirement, wealth protection and growth, debt management, providing for loved ones, and comprehensive family legacy planning.
Words Of Wisdom
"Every financial decision involves relationships. Every relationship involves financial decisions."
Take 15 minutes to meet with us to discuss how we can help. We are here to guide you through your financial journey.
Click the link below to book a consultation call.