Robert Costello (CFP®)

Robert Costello focuses in the
following client markets or areas of practice:

Charitable Giving

Entrepreneurs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Women's Financial Planning Issues

Planning Specialties

A simple belief founded Costello Financial Planning. We put our clients first and they take care of us. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, receive any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.

Rob founded Costello Financial Planning and has worked on a multitude of wealth management issues with clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.This strategic process helped clients stay their course through the 2008 financial crisis and eventual recovery.

Rob focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.

Additional Information

Costello Financial Planning is a family-owned business. Rob Costello is a Certified Financial Planner and Paul Costello is a CPA. We work in tandem with our clients to provide a holistic approach to Investments, Financial Planning, and Taxes. Our clients like having a one-stop-shop for their financial and tax needs.