Our History
Years of experience have prepared us to guide you through your life transitions.
Hometown Financial Guidance
Castle Advisors is an independent, fiduciary financial planning and wealth management firm—but we’re also more than that; we’re your neighbors. With deep roots in the Burlington, VT community, we take a strategic, relationship-driven approach to helping you feel confident about your financial future.
Plan Every Move with a Personalized Approach
You get more than financial advice here—you get a partner who’s invested in your vision. With our boutique asset management capabilities and a protection-oriented approach, we listen closely to what matters most to you and craft strategies that support your goals, whether that’s preparing for retirement, planning a legacy, or simply feeling confident about the future.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Business Owners
Balancing personal and professional goals can be challenging. We’re here to help you simplify the financial complexity and make informed decisions.
Professionals
As your career progresses, so do your financial needs. Our team is here to provide strategies for building and protecting your wealth.
Pre-Retirees & Retirees
We’re here to help you make the most of what you’ve saved and create a plan that supports the life you envision.
Individuals & Families
Whether you’re just starting out or looking to grow your assets, we offer personalized guidance to help you make confident choices for your family.
The Pros and Cons of an NUA Strategy
Keep Your Umbrella Handy
