Broker Check


Are you looking for a career where you can have a positive impact on people? The independence and flexibility of owning your own business? Ability to make a substantial income and live the life you’ve always dreamt of? If you answered yes to all 3, then you should consider a career as a Financial Advisor.

Why choose Castle Financial Partners?

It’s not what we do, it’s how we do it!

We aren’t your father’s financial advisory firm. Castle Financial Partners was founded with the goal of changing the financial planning experience. We deliver a passionately different process rooted by our core values of Honesty, Transparency, Accountability and Compassion.

The foundation of our success is our people. We’ve built a culture of family where not one person is more important than the other. We all win together and share in the excitement of success!

New advisors

ALL successful financial advisors started with no experience. They did however start with a passion to better their own lives and the lives of others. We have systems in place to teach you how to build a successful business which includes: Training, Technology, Business Development, Mentoring, Marketing, and Coaching. Just remember, you don’t have to be great to get started, but you must get started to be great.

Experienced Advisors

Are you unhappy with the growth of your practice? Lack of support and resources? Tired of someone else setting your numbers and telling you what your business needs to look like? We’ve been there! Castle Financial Partners is out to correct those shortcomings and provide the support you need to achieve your goals. You set them and we’ll help you hit ‘em.

We understand there are thousands of ways to build and maintain a successful practice. Because of that, we offer a variety of opportunities to partner together. Let's start by having a thoughtful conversation about your practice and goals to see how we can help. From there, we can work through the details to decide which route is the best fit for you and your clients.

Whether you’re looking to become a full-time member of our Castle family or would like to operate under your own DBA in your own office, you will get the resources you need!

Examples of possible relationships:

  • Become a full-time member of our Castle family
  • Operate under your own DBA in your own office
  • Use our benefitable contract for insurance and securities business
  • Use our benefitable contract for insurance, but use your own Broker Dealer/ RIA
  • Utilize our BGA arm to access a variety of insurance companies and products

Contact us today for more information or to schedule an introduction meeting with a member of our team!

Thank you! Oops!