Jonathan Malone is Co-Founder of Castle Wealth Group, where he helps successful business owners and affluent families make confident financial decisions and simplify the complexities of wealth.

After serving eight years in the US Army and spending time as an educator, Jonathan found his passion in financial planning and wealth management. Today, he and his team serve as a Personal CFO for clients, helping coordinate the many financial decisions that impact their businesses, families, and long-term legacies.

Jonathan’s areas of focus include retirement planning, tax-efficient wealth accumulation strategies, estate and wealth preservation, business succession planning, executive and key-person benefit strategies, qualified retirement plans, insurance planning, and investment advisory services.

Originally from the Pittsburgh area, Jonathan relocated to the Charlotte region in 1999 and currently resides in Mooresville, North Carolina, with his wife, Joanna, and their six children. He is an active member of St. Philip the Apostle Catholic Church in Statesville, North Carolina.

With more than 40 years of experience in finance, including over two decades in the financial services industry, Michael McFadden brings a depth of knowledge, experience, and perspective to helping individuals and families pursue their financial goals.

Michael believes that financial planning is about much more than investments. It’s about understanding what matters most to people, building meaningful relationships, and helping clients make confident decisions about their financial futures. His approach begins with listening, understanding each client’s unique circumstances, and developing personalized strategies designed to grow and protect wealth while preparing for life’s inevitable uncertainties.

As a Financial Advisor and Chief Compliance Officer at Castle Wealth Group, Michael is committed to putting clients first, providing thoughtful guidance, and maintaining the highest standards of integrity and professionalism. He believes that trust is earned through honest communication, sound advice, and a genuine commitment to each client’s long-term success.

Originally from Bloomfield, Connecticut, Michael moved to the Charlotte area in 1991. He graduated from Central Connecticut State University with a degree in Finance and Accounting and holds FINRA Series 7 and 66 registrations, along with Life, Health, and Long-Term Care insurance licenses.

Michael lives in Davidson, North Carolina, and enjoys being involved in his community, including the Davidson Farmer’s Market and F3 Lake Norman, a men’s fitness and leadership organization.

A proud father of four (Michael Jr., Megan, Summer, and Bryce), Michael values family, friendships, and an active lifestyle. Outside the office, he enjoys golf, distance running, participating in long-distance relay events, and spending time with his children.

Michael brings the same dedication, discipline, and appreciation for relationships to his personal life that he brings to the clients he serves.