Castlebar Asset Management is an independently owned, fiduciary registered investment advisor based in the Kansas City Metro Area. We offer financial planning and investment advisory services to business owners and families in their mid-30s and early-50s. Castlebar’s financial planning process uses a goals based approach. 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 your career, your financial situation evolves and Castlebar is there along the way to assist with identifying and updating goals and objectives.
Our firm is led by a dynamic team with decades of experience and industry leading credentials. Our team has global experience lead by CERTIFIED FINANCIAL PLANNERS™ and Chartered Financial Analysts. Castlebar’s boutique structure brings best of class know how and personalized attention to your financial planning and investment needs. Our only goal is to give our clients the best opportunity at financial success.
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.