Our Mission Statement

To be the premier provider of financial services in Burlington, Vermont and surrounding markets.

Our purpose is to enrich the lives of people we touch. By providing premier financial products and services that are designed to reduce risk and increase assets, we help individuals and employers fulfill their responsibilities and build better tomorrows. Our culture is based on an unwavering belief in integrity and fair dealings, treating our clients and each other with dignity and respect... We meet the needs of the markets we serve... We strive for excellence... We take prudent risks and work together with the goal to achieve success in the future... We work hard to enhance continuously our reputation for accessibility, professionalism, performance, and the depth and quality of our long-term consultative relationships with clients... 

As one of New England's premier financial services firms, Castle Advisors is committed to providing its customers with the products and services they need to maintain their quality of life.