Ryan McCarty, CFP® Castle Rock Investment Company
- 115 Wilcox Street Suite #220, Castle Rock, CO 80104
- (630) 946-9269
- http://onward.castlerockinvesting.com/
About Ryan McCarty, CFP®
I want to redefine what financial planning means to you and your family. You deserve accessible, relatable, financial services. You deserve an independent advisor that works for you and only you. A fee-only firm, Onward Financial is proud to provide a no bias approach that focuses on your needs, desires, and expectations. No sales pitches and no quotas. You are our boss.
Whether it’s portfolio management, financial coaching, or comprehensive planning, you won’t be disappointed. No commissions, no-nonsense. You want to talk about your money so that you get the most from it so you can do the voodoo that you do so well. Plain and simple.
You and your family want to win with your money. What does winning look like to you? That’s the question you will uncover, and answer, working alongside Onward Financial. Let’s raise a glass to the future and meet today.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Advice-Only
- Business Executives
- Business Owners
- Gen X
Ways Advisor Charges
- Flat Fee
- Assets Under Management
Fee Options
- Flat Fee: $5400+/engagement
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
