A complete list of active advisors currently associated with Costello Financial Planning, Inc.

Warmer can help you find a great advisor at Costello Financial Planning, Inc. or one who fits your needs even better.

Costello Financial Planning provides advisory services to individuals, families, employer-sponsored retirement plans, and private foundations, offering wealth management, retirement plan consulting, private foundation investment oversight, and personal tax preparation. The firm reports managing approximately $217,082,647 in client assets and delivers ongoing financial planning, portfolio implementation, and periodic reviews for client accounts. The firm’s investment approach centers on developing a written Investment Policy Statement, diversified asset allocation, manager selection, and a long-term buy-and-hold strategy informed by fundamental analysis and Modern Portfolio Theory, with periodic rebalancing and the option for discretionary management. Costello frames its client work as a stepwise “Personal CFO” process—discovery, base plan, investment planning, development, implementation—allowing clients to set restrictions and triggering reviews as circumstances change. Several operational features distinguish the firm from many peers: personal tax return preparation is included in wealth management and performed via paid, licensed personnel (including Brothers Tax LLC), and one principal is a licensed CPA, combining advisory and tax services in a way that is less common among supported firms. The brochure also emphasizes professional credentialing (CFP®) and discloses the firm’s use of solicitor referral networks (Zoe Advisor Network and Wealthramp), including payment of solicitation fees, which the firm documents in its disclosures.

To learn more about the advisors currently working at Costello Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.