Wealth management firm opens in Greater Oklahoma City
Castleview Wealth Advisors provides investment and wealth management advice to individuals and families
EDMOND, Okla. – Castleview Wealth Advisors, an independent Registered Investment Advisory (RIA) firm that provides investment and wealth management advice, recently opened its doors to primarily serve individuals and families in Central Oklahoma, Eastern Oklahoma and North Texas.
Located in Edmond, Oklahoma, Castleview Wealth Advisors offers a wide range of financial services, including wealth management, investment consulting, advanced planning, relationship management and retirement plan consulting.
Founder and President Kendall King has 14 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics. King provides strategic direction and vision for the company and serves as a lead advisor to a diverse group of clients with special focus on advising oil and gas professionals.
“Our focus at Castleview Wealth Advisors is to increase our clients’ wealth through customized financial strategies and free them up to focus on what really matters to them – their family, their hobbies and their business,” King said. “We purposefully structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets.”
King has specialized knowledge regarding individual retirement account (IRA) and retirement planning issues. He began his financial services career at UBS Paine Webber as a financial advisor, where he was responsible for providing both investment and wealth management services to private investors. In 2003, King joined The Legacy Financial Group, where he became a partner and helped Legacy grow into one of the largest independent RIA firms in Oklahoma.
He received his bachelor’s in finance from The University of Oklahoma and attained the Certified Financial Planner (CFP®) designation in 2005. Currently, he is studying for the Accredited Estate Planner designation.
About Castleview Wealth Advisors
Castleview Wealth Advisors is a premier independent Registered Investment Advisory (RIA) firm based in Oklahoma that provides investment and wealth management advice to individuals and families. Castleview believes that aligning their values alongside those of clients is essential for achieving clients’ financial and life objectives. Clients of Castleview Wealth Advisors receive conflict-free advice from qualified and caring advisors that is aligned with clients’ goals and needs. For more information, visit www.castleviewadvisors.com