Castellan Financial Group

04/07/2025

Recently, we’ve seen significant volatility in the markets. While these times can be unsettling, working with a financial planner can offer peace of mind. At Castellan Financial Group, we focus on creating comprehensive financial plans that include building an emergency fund, so our clients are prepared for moments like these. With proper planning, you shouldn’t feel the need for impulsive decisions. As always, feel free to reach out with any questions or if you'd like to learn more about comprehensive financial planning.

02/04/2025

🚨 Exciting News! 🚨

I'm thrilled to share that Castellan Financial Group ranked 6th for the most Financial Planning Agreements in 2024 across all advisors in the Osaic broker-dealer network!

Since founding the firm in 2022, our goal has always been to be a leader in comprehensive financial planning. This achievement is a testament to that vision.

A huge thank you to my incredible clients and dedicated team for making this possible!

07/09/2024

The Maryland Student Loan Tax Credit is a great financial tool that I have recommended for many of my clients. Send me a message to learn how this could benefit your family's financial plan.

An official website of the State of Maryland.

06/25/2024

I am excited to share my insights in the latest article. Find out how to take advantage of the current interest rate environment within your personal financial plan with high-yield savings accounts.

The Fed's reluctance to ease rates this year is a boon to fixed-income investors, they say.

06/02/2023

I am excited to share my guest appearance on Nicholas Quigley's financial podcast! In the premier episode, Nick and I discuss some easy ways to put your cash to work. Click the link below to listen! Feel free to reach out to me with any questions or if you are interested in learning more about financial planning for your future.

Zachary Scott, a CFP (Certified Financial Planner) who runs Castellan Financial Group based out of Baltimore joins me to discuss cash management. We crammed...

01/30/2023

Excited to share my latest Market Watch article about my thoughts on "Fun Money"! If you have any questions, want to talk, or learn more, please feel free to reach out!

Investors cherish their “fun money” to travel, buy crypto or make other risky bets. Advisers have strong opinions on how to spend (or not spend) that money.

12/13/2022

I am thrilled to share that I am starting my own Financial Planning firm, Castellan Financial Group!

11/07/2022

At Securian Capital of the Chesapeake, we are excited to present to you our monthly financial literacy program! As financial professionals, we pride ourselves in our ability to educate our clients in how certain decisions can impact their personal financial world.

Our speaker for the next webinar will be Erik Kruk from Franklin Templeton. Erik will be discussing the Anatomy of a Recession. This is an incredibly important and relevant topic especially given current market conditions.

You can find more information and register to attend by clicking below:

Join us for a webinar that will explore the upcoming possibilities and probabilities of the market!

10/25/2022

At Securian Capital of the Chesapeake, we are excited to present to you our monthly financial literacy program! As financial professionals, we pride ourselves in our ability to educate our clients in how certain decisions can impact their personal financial world.

Our speaker for the next webinar will be Ryan Bertrand of Transamerica. Ryan will be discussing three key decisions you will need to make as you prepare for retirement. This is an incredibly important and relevant topic especially given current market conditions.

We look forward to you joining us!

Learn about three key retirement decisions in this 1 hour webinar from Securian Capital of the Chesapeake!

09/06/2022

At Securian Capital of the Chesapeake, we are excited to present to you our monthly financial literacy program! As financial professionals, we pride ourselves in our ability to educate our clients in how certain decisions can impact their personal financial world.

Our speaker for the next webinar will be Sarah Johnston from Gradfin. Sarah will be discussing how to manage student loan debt. This is an incredibly important and relevant topic especially given current market conditions.

We look forward to you joining us!

https://hearsay.social/3cLq5m4

04/28/2022

At Securian Capital of the Chesapeake, we are excited to present to you with the next iteration of our monthly financial literacy program!

Our speaker for the next webinar will be Tim Cintolo, Director of Sales Technology with Prudential. Tim will be discussing protecting your information and defending against identity theft. While this topic is not strictly finance related, it is incredibly relevant to protecting your financial wellbeing!

You can find more information and register to attend by clicking below:

https://hearsay.social/3KpqK7k