The Castleberry Advisory Group
San Antonio, TX
We measure our success by your success.
The Castleberry Advisory Group
San Antonio, TX
The Castleberry Advisory Group
San Antonio, TX
The Castleberry Advisory Group
San Antonio, TX
The Castleberry Advisory Group
San Antonio, TX
We adhere to a client focused investment plan, driven by a wealth of industry knowledge helping our clients succeed in an ever changing financial landscape.
The Castleberry Advisory Group is a boutique investment practice serving both affluent clients and successful businesses. We embrace a tailored approach that includes focused wealth planning solutions and personalized investment management plans. We get to know our clients, both their money motivations and investment goals, and we collaborate with trusted members of our clients’ team such as CPA’s and attorneys. Our holistic approach helps us look beyond a simple ‘one size fits all’ solution and instead develop a customized map to help clients reach their financial goals.
Recent Insight
Meet our Team
Keary Castleberry
Senior Partner, Managing DirectorLara Sterns
Senior Registered Client Relationship ManagerPress
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Snowden Lane Partners Included in Barron’s 2020 Top 100 RIA Firms Ranking
September 2020 - Press Release
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Snowden Lane Partners Makes Financial Times 300 Top RIAs List for Fifth-Straight Year
June 2019 - Press Release
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Snowden Lane Partners Taps Wells Fargo Team
August 2018 - Press Release
The Castleberry Advisory Group
4630 N. Loop 1604 W
Suite 301
San Antonio, TX 78249
(210) 714-3920