About Us
We are an independent, fee only financial planning firm dedicated to helping you make confident decisions about your money.
Our Story
We started Clearcastle because we saw a gap in the financial services industry. Too many people were getting advice that was conflicted, overly complex, or simply did not put their interests first.
We believe everyone deserves access to clear, independent financial guidance, whether you are just starting out or managing significant wealth. Our approach is simple: listen to what matters to you, design a plan that works, and support you every step of the way.
Today, we work with busy professionals, business owners, families planning for retirement, and international clients navigating cross border finances. What they all have in common is a desire for transparency, clarity, and a partner they can trust.
Our Approach
We take a straightforward, client first approach to financial planning:
- We listen first, then plan. Your priorities drive everything we do
- We believe in transparency: clear pricing, no hidden fees, no conflicts of interest
- We focus on long term strategy, not short term market timing
- We coordinate with your other advisors (tax, legal) to ensure everything works together
- We educate and empower you to make confident decisions about your money
Our Values
These principles guide everything we do.
Clarity
We cut through the noise and complexity to give you clear, actionable advice you can understand and act on.
Integrity
We are fee only advisors, meaning we work for you, not commissions. Your interests always come first.
Simplicity
Finance does not have to be complicated. We focus on what works and avoid unnecessary complexity.
Partnership
We are here for the long term. Your success is our success, and we are committed to supporting you along the way.
Meet Our Team
Experienced professionals dedicated to your financial success.
Hector Palmer
CEO
Phone: 123-456-7890
Email: hectorpalmer@clearcastle.com
Kevin Kulcsar
CTO
Phone: 123-456-7890
Email: kevinkulcsar@clearcastle.com
Barnabás Erdei
Marketing Executive
Phone: 123-456-7890
Email: barnabaserdei@clearcastle.com
Ready to Learn More?
Lets talk about your financial goals and see if we are a good fit. Schedule a free intro call with no obligation and no pressure.
Schedule a Free Call