Founded in 2017, Kastel Capital Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm. Operating under a fiduciary standard, the company is legally obligated to act in its clients' best interests. Its mission is to provide objective, evidence-based financial planning and investment management to help families, individuals, and business owners achieve their financial goals. The firm emphasizes a disciplined investment philosophy based on academic research and long-term strategic asset allocation.

Founded in

United States