P.F.S. Advisors, L.C.
Castle Wealth Management is a fee-only fiduciary provider of wealth management services, committed to serving the best interests of individuals, families, and businesses. With a focus on personalized financial planning, retirement strategies, asset protection, and specialized services for diverse needs, they strive to fortify their clients' financial futures.
Founded by Christina Worley, Castle Wealth Management has established itself as a trusted partner in financial planning, managing approximately $400 million in assets. Their experienced team, which holds prestigious certifications, emphasizes transparent compensation and a proactive approach to investment management to ensure clients receive tailored solutions for their financial goals.
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