We are all busy living our lives, and don’t always have the time to put plans in place which will ensure that we can meet our goals. Whether it’s paying for your kid’s education, buying a vacation home, taking that dream vacation, and of course, being comfortable during your retirement years, Castellan Financial Advisors can help you secure your financial future.
Our mission is to make this process informative, and as painless as possible.
We do not restrict client access by insisting on account or income minimums. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you’ve already accumulated, we stand ready to be of service.
As a “fee-only” Registered Investment Advisory firm, we don’t sell any investment or insurance products, and do not receive commissions or any other form of compensation related to the recommendations we make. This allows us to provide objective advice in a conflict-free environment.
We take our Fiduciary responsibility seriously, and always put your best interests first.
Please take a look at the rest or our website, and if you like what you see, contact us to arrange a “complimentary” Get Acquainted Meeting.
Thanks again for visiting our site. We hope you find it to be interesting and educational!
“Go confidently in the direction of your dreams. Live the life you imagined”
Henry David Thoreau