A complete list of active advisors currently associated with Preakness Retirement Advisors, LLC

Warmer can help you find a great advisor at Preakness Retirement Advisors, LLC or one who fits your needs even better.

Preakness Retirement Advisors, LLC is a small independent registered investment adviser that provides diversified asset allocation plans and financial planning to individuals, qualified retirement plans, trusts, estates, corporations and other business entities. The firm reports managing roughly $18.2 million across a limited number of client relationships and emphasizes tailored plans that are implemented only with client approval. Investment advice is built around diversified asset allocation using low‑expense index funds and a mix of fundamental and technical analysis, with Modern Portfolio Theory cited as a guiding rationale. Accounts are managed on a non‑discretionary basis with monthly reviews and written reporting; the firm states that no securities are purchased without prior client approval. Distinctive features include the firm president’s Certified Financial Planner and Qualified Pension Administrator credentials and the provision of pension‑related consulting in addition to financial planning. The president also maintains life, health and variable‑annuity insurance licenses and may receive commissions when insurance products are sold, while the firm states it does not custody client assets or receive brokerage commissions for securities trades.

To learn more about the advisors currently working at Preakness Retirement Advisors, LLC, 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.

Name	Location	Years of experience
Martin Costello Jr.	Verona, NJ	21

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