Castlebar Asset Management is an independently owned, fiduciary registered investment advisor based in the Kansas City Metro Area. We offer personal financial planning and investment advisory services to individuals and families in their mid-30s and early-50s. Castlebar uses a goals based approach for our wealth management to achieve our client’s financial objectives. Each client is unique and we offer a custom financial plan and portfolio tailored around their specific needs. The relationship with a financial advisor is a fluid one. Just as you excel in life and career, your financial situation evolves and Castlebar is there along the way to assist with identifying and updating goals and objectives.
Andrew Comstock, President and Chief Investment Officer is a CFA Charterholder. He has over a decade of professional wealth management experience as a portfolio manager and analyst. He has worked internationally and has experience managing equity and fixed income investments for individual and institutional clients.
Castlebar Asset Management is a registered investment advisor, wealth management and financial planning firm in Kansas City. Castlebar’s only goal is to give our clients the best opportunity at financial success. Castlebar does not sell investment products or earn fees from commissions. We offer objective, unbiased investment advice for our clients.