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 offensive or inappropriate. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgement of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties.
View Top Employees from Castle Wealth Advisors, LLCWebsite | http://www.castle3.com |
Revenue | $4 million |
Funding | $150000 |
Employees | 4 (2 on RocketReach) |
Founded | 1973 |
Address | 9820 Westpoint Drive Suite 200, Indianapolis, Indiana 46038, US |
Phone | (317) 849-9559 |
Fax | (317) 577-8575 |
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Industry | Financial Services, Investment Banking, Finance |
Web Rank | 17 Million |
Keywords | Business Succession Planning Buy Sell, Benjamin Financial Advisor Indianapolis, Castle Wealth Advisors, Llc, Investment Philosophy Examples, Boutique Tax Firms Indianapolis |
Competitors | Barnes Investment Advisory, Inc, Homehelper Consultants, South County Financial Planning LLC, The Wickenburg Sun - Wickenburg, Arizona, WealthTrust - Arizona |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Castle Wealth Advisors, LLC employee's phone or email?
The Castle Wealth Advisors, LLC annual revenue was $4 million in 2024.
2 people are employed at Castle Wealth Advisors, LLC.
Castle Wealth Advisors, LLC is based in Indianapolis, Indiana.
The NAICS codes for Castle Wealth Advisors, LLC are [523, 52, 5239, 52393].
The SIC codes for Castle Wealth Advisors, LLC are [628, 62].