Our Origin
Morgan Castner grew up in New Jersey, the son of a financial advisor who believed that managing someone’s wealth was really about managing their trust. Starting out alongside his father, the two built a practice around a simple idea: be present, know your clients, and plan to stay.
When his father retired, Morgan deepened that legacy by partnering with retiring advisors whose clients deserved continuity, not a handoff. One of those advisors was Jeff Libman, whose longtime client relationships became a cornerstone of the team. That same commitment to continuity now spans families across four generations and counting. Supporting it is Tara Writt, a long-term partner whose decade in investment banking and talent for seamless, detail-oriented service keep clients confident at every stage.
Our Team
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Morgan Castner, CFP®
Partner, Managing Director
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Jeffrey Libman
Partner, Managing Director
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Tara Writt
Senior Client Relationship Manager
Our Mission
To help families answer the two questions that matter most: when can I retire, and how do I make sure I never run out of money? We lead every client relationship with a comprehensive financial plan, and we build every investment strategy around the answer.
Our Core Values
Continuity
We’ve built our practice to last and serve generations.
Family-First
We come from family businesses, and we serve family-oriented clients.
Genuine Care
We pride ourselves on knowing our clients as people.
Our Partnerships
We have partnered with &Partners, a dually registered Broker-Dealer and Investment Advisor, for a platform built around putting client needs first. Your investments are held for safekeeping at Fidelity, through its broker-dealer National Financial Services LLC, one of the most established custodians in the country. Together, our practice, &Partners, and Fidelity work to help meet our fiduciary obligations and safeguard what you have built.
