Business Details
24 Years
experience
Your Trusted Partner for Financial Planning Solutions in Brecksville
MM Castro Financial Advisors is a family-owned and operated financial firm founded in 2002 by Michael Castro, who brings over 40 years of expertise in financial planning, tax strategy, and estate management. Our team combines deep industry knowledge with personalized service to help clients achieve long-term financial goals. We specialize in comprehensive financial planning, tax preparation, investment strategy, and estate planning, leveraging both in-house expertise and trusted legal partners. With a commitment to transparency and client education, we prioritize IRS compliance while maximizing refunds and fostering financial sustainability. Our approach integrates ongoing monitoring, strategic tax projections, and tailored risk management solutions to address evolving client needs.As a fee-only advisory firm, we maintain independence in delivering objective financial guidance. Our services extend to nonprofit organizations, focusing on operational efficiency and donor relations. The firms leadership includes Drew Castro, a Certified Public Accountant with specialized tax and nonprofit consulting experience. We serve clients in Brecksville, Ohio, and surrounding areas, emphasizing accessibility through secure digital communication and personalized support. Our dedication to excellence is reflected in our teams credentials, including Certified Financial Planner (CFP) and Juris Doctor (JD) designations, ensuring clients receive authoritative, legally informed advice.
Services
Financial Planning
Tax Preparation
Estate Planning
Investment Review
Nonprofit Consulting
Details
- Year established: 2002
Highlights and features
- We offer 40+ years of combined financial expertise from a family-led team.
- Our fee-only model ensures unbiased, client-centric financial advice.
- We provide secure digital tax submission and personalized return reviews.
- Our estate planning integrates legal partnerships for comprehensive solutions.
- We specialize in nonprofit financial sustainability strategies and audits.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Juris Doctor (JD)
Services
Financial Planning
Our financial planning service creates tailored strategies to build and preserve wealth across tax, investment, and retirement goals. We analyze net worth, income projections, and risk management to develop actionable plans. Clients receive ongoing support to adapt strategies as life circumstances evolve.
Tax Preparation
We handle federal, state, and local tax return preparation with a focus on maximizing refunds and minimizing liabilities. Our process includes secure document submission, expert review, and electronic filing with direct deposit options for efficient refunds.
Estate Planning
This service coordinates legal and financial strategies to protect assets and ensure smooth wealth transfer. We collaborate with attorneys to draft wills, trusts, and tax-efficient estate documents while addressing client-specific inheritance goals.
Investment Review
We evaluate investment portfolios for alignment with financial goals, risk tolerance, and market conditions. Our analysis includes asset allocation recommendations, performance tracking, and adjustments to optimize long-term growth potential.
Nonprofit Consulting
Our nonprofit services focus on improving financial health through operational audits, donor strategy development, and compliance guidance. We help organizations enhance fundraising efficiency and maintain regulatory compliance while achieving mission-driven objectives.
People
Michael Castro
Founder / Certified Financial Planner
Michael Castro, JD, CPA, CFP, has 40+ years of financial expertise. He graduated with honors from Ohio State University Law School and Bowling Green State University (Summa Cum Laude in Accounting). Specializes in estate planning and wealth management.
Drew Castro
Certified Public Accountant
Drew Castro, CPA, specializes in tax preparation and nonprofit consulting. Graduated from Ohio State University with a Bachelors in Accounting. Joined the firm in 2017 after gaining experience in nonprofit financial management.
Questions
What financial services do you offer?
We provide financial planning, tax preparation, estate planning, investment review, and nonprofit consulting services tailored to individual and organizational needs.
Are you a family-owned business?
Yes, we are a family-owned firm founded in 2002 by Michael Castro, with his son Drew joining in 2017 as a Certified Public Accountant.
How do tax return services work?
Clients submit documents securely, our accountants prepare returns, review drafts with you, then e-file with electronic authorization and direct deposit options.
Do you work with nonprofits?
Yes, we offer specialized consulting to improve nonprofit financial sustainability through operational audits, donor strategy development, and compliance guidance.
What areas do you serve?
We primarily serve Brecksville and Hilliard, Ohio, with clients across Cuyahoga County and surrounding regions.
