Robert Costello (CFP®, CPA)

Planning Specialties

What makes our firm different is our integrated approach. Clients work with a Certified Financial Planner™ professional and benefit from the insight of a Certified Public Accountant, allowing investment and tax decisions to be evaluated together rather than in isolation. We believe thoughtful planning often creates more value than attempting to predict markets. Our investment philosophy is rooted in evidence-based investing, broad diversification, disciplined portfolio management, and long-term thinking. Rather than reacting to headlines or market forecasts, we help clients focus on the factors they can control while building portfolios designed to support their goals. While our roots are in the Midwest and New England, we serve clients across the country through a combination of virtual and in-person meetings. Our clients typically seek a trusted advisor who can simplify complexity, provide objective advice, and serve as a long-term partner through every stage of life. As a fee-only fiduciary firm, we do not accept commissions or sell financial products. Our advice is objective, transparent, and always aligned with our clients' best interests.