The Castleberry Advisory Group is a boutique investment practice based in San Antonio, TX, that specializes in providing tailored wealth planning solutions and personalized investment management plans for affluent clients and successful businesses. With a client-focused approach and a wealth of industry knowledge, their team of experienced advisors collaborates with trusted professionals such as CPAs and attorneys to develop customized strategies that help clients reach their financial goals.
Led by Senior Partner and Managing Director Keary Castleberry, who brings over 25 years of expertise in navigating market downturns, the Castleberry Advisory Group is committed to delivering attentive and efficient service. Their Senior Registered Client Relationship Manager, Lara Sterns, ensures that clients receive personalized attention and trust in the group's day-to-day account administration, asset rebalancing, and trading. With a strong reputation and a dedication to client success, the Castleberry Advisory Group is a trusted partner in the ever-changing financial landscape.
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