When clients are looking for help, they think of us.

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. 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 Costello, CFP®

Rob Costello, CFP®

Founder

For over 10 years, Rob has been a fee-only financial advisor. Rob received his B.S. from the University of Illinois at Urbana-Champaign, where he studied Finance. He is a Certified Financial Planner and completed his CPA Preparation from Northwestern University School of Continuing Studies. The most important things to Rob are family, friends, and being there for his clients. Rob is passionate about aligning clients life goals with their finances and inspiring them to make it happen. To reflect and reenergize, Rob loves to go on walks, hikes, and adventures with his family. He loves golfing, fishing, and playing all sports with friends.

 

Clients work with us because of our evidence-based philosophy and ongoing client-centric approach. Costello Financial Planning and has worked on a multitude of wealth management issues with clients. We use a consultative process to gain a detailed understanding of his clients’ deepest values and goals. We then provide 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.

Costello Financial Planning works on a multitude of wealth management issues with clients.  Our consultative process gives us a detailed understanding of his clients’ deepest values and goals and our clients have found it very meaningful as well. We employ 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.

We focus on helping professionals and their families by providing wealth management solutions. Together with our partners, we help clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.

Successful professionals and families worked with CFP to:

-Develop and implement a comprehensive wealth management plan to help them reach their lifelong financial goals.
-Make smarter decisions in today’s uncertain political, economic and social environment.
-Obtain an independent second opinion from a top financial advisor in their community.

Professional Partners

We often find that Dimensional’s family of mutual funds provides the best choice for building portfolios targeted to our clients’ unique financial goals through all types of markets. While most of our portfolios incorporate Dimensional funds for their core holdings, we continue to study and evaluate investment options we feel are in our client’s best interest.

Security and privacy is our priority. That’s why we partner with one of the most reliable and secure platforms in the industry, and they are continually investing in updates to safeguard your assets. While clients grant us Limited Power of Attorney (LPOA) to execute trades on their behalf, accounts are held in their name and they receive independent monthly statements.

We collaborate with your advisors, like your accountant and estate planning attorney, to make sure there are no gaps in your plan. If you are in need of a professional, we are happy to provide you a referral. As a fee-only firm, we do not receive any compensation for our referrals. Our Professionals Partners have helped us personally or our clients.