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Castle Wealth Advisors

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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.
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
MultiFamilyOffice
Investment Interests:
HedgeFund
Office Locations
# Location Address
1. Indianapolis, IN, US 9820 Westpoint Dr #200, Indianapolis, IN 46256, USA
Executives and Employees
# Contact Info Location
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