CASEY WEALTH MANAGEMENT, INC.

Overview

Casey Wealth Management, Inc. is an independent registered investment adviser that concentrates on fee-based financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm shows a clear tilt toward publicly traded equities and exchange-traded instruments, running separate managed accounts and ETFs as the primary building blocks of client portfolios. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting, delivered through a mix of percentage-of-AUM and hourly fee structures. Investment approach centers on equity exposure as the dominant allocation, supplemented by conventional fixed-income and insurance products. The firm does not identify itself as an active ESG investor and appears to operate primarily within a single-state footprint. Custody and trading are routed largely through a major retail custodian, which supports a streamlined platform for trading ETFs, individual stocks and other liquid securities.

Assets & Accounts

Investments & Alternatives

Location & Offices