Onward Advisers

ONWARD ADVISERS

Independent Guide, Trusted Adviser
Transparency. Honesty. Trust. Creative Solutions.
This is what you can expect when you work with Castle Rock Investment Company.

WHAT IS YOUR BIGGEST FINANCIAL CONCERN?

Whether your heart is set on early retirement or you need some investment advice, our financial advisors have years of experience helping individuals navigate their way to financial independence. Contact us today to learn more.

MONTHLY SUBSCRIPTION FINANCIAL PLANNING

Don't know where to start? We work with you to determine your financial needs and develop an individual detailed plan to meet those needs. Make this the year you finally get your finances in order.

INVESTMENT MANAGEMENT

Our core competency and the most critical component of what we do for clients. ​Our fees are lower than the vast majority of our competitors, so more of your money is working for you.

PROJECT BASED FINANCIAL PLANNING

Need to discuss a specific issue with a financial adviser? Whether you need advice on retirement plans or how to get started saving for college, we're here to provide guidance and recommendations.

Onward Advisers is an independent, fee-only, Registered Investment Adviser based in Castle Rock, CO

We are fiduciaries. We have no products to push. It’s all about what is best for you.

ABOUT ONWARD ADVISERS

We are an SEC-registered woman-owned advisory firm formed in 2006 and located in Castle Rock, Colorado.

Michele Suriano
Prior to founding the firm in 2006, Michele Suriano served plan sponsors as a retirement plan adviser for Ceridian (2002-2006) and retail investors as an investment adviser with T. Rowe Price, Inc. (1999-2002). Between 1994 and 1999 she worked in the mortgage industry holding several positions including Executive Branch Manager for Transamerica Financial Services, Inc. in Colorado Springs, CO and Advanta Finance, Inc. in Vienna, VA.
Her qualifications and designations include: Passed the following FINRA examinations: Series 6 (Investment Company and Variable Contracts Products Representatives) Series 7 (General Securities Representative) Series 63 (Uniform Securities State Law) Series 66 (Uniform Combined State Law).
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Michele Suriano, Founder

OUR FEES

Know with 100% transparency and clarity exactly how
much you’re paying your investment advisor,
Here is our simple fee schedule:

Up to $5M – 0.50%

>$5M – $25M – 0.40%

>$25M+ – 0.30%

Once a breakpoint is reached, all assets will be billed
at that same breakpoint base fee


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We provide a wide range of professional services to meet your needs.
We promise to put you first, and serve as your trusted partner.

How Can We Help?

Interested in our services? We’re here to help!