Castle Wealth Advisors LLC

Castle Wealth Advisors is a fee-only financial advisory firm that helps families, closely held business owners and professionals design and implement financial strategies to achieve and protect their financial goals. Castle Wealth Advisors is comprised of three specialized companies: Castle Financial Group, Inc. that provides comprehensive financial blueprints for individuals, families, and businesses, Castle Investment Advisors, LLC, that provides fee-only investment management services for individuals, families and businesses, and Castle Valuation Group, LLC, that provides business valuations and marketing reports for closely held businesses in a few specialized industries. Disclosure: Posts and comments must refrain from recommending specific investments and may not expressly or impleidly endorse the Firm or any associated person. Because securities regulators prohibit testimonials on behalf of investment advisory firms, any such posts will be removed. The Firm will also delete comments deemed to be