Our Firm

Castlebar Asset Management is a registered investment advisor based in Leawood, Kansas. We pride ourselves on providing an objective view without the distractions of conflict of interest. Our independence allows us to make decisions in the best interest of our client’s. Castlebar does not sell financial products and we are free to explore the best solutions for our client’s needs.

Our goals and those of our clients are one and the same. Castlebar is a fee only advisor and does not earn any fees from commissions or mutual fund fees. Our incentives are aligned with our client’s best interest to grow their assets and meet their financial goals.

Castlebar works with individuals in the Kansas City area and around the country to reach their financial goals. We also work as a sub-advisory to other registered investment advisors.

Castlebar has adopted the CFA Institute’s Asset Manager Code of Professional Conduct.*

*Castlebar claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.

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