Robert Costello is a CFP® professional with 15 years of industry experience, currently serving at Costello Financial Planning, Inc. in Burlington, VT, where he has worked since 2015. In addition to his advisory role, he operates a tax preparation business and provides bookkeeping services to an accounting firm outside of trading hours. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering comprehensive wealth management, retirement-plan consulting, and tax preparation support. The firm applies a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and tailors strategies to client objectives through a structured "Personal CFO" process.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.