Rob  Costello

Rob Costello

| CFP®

Costello Financial Planning

8475086999

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Fee-Only Financial Planner serving the Ann Arbor, MI and Chicago IL areas.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • High Net-Worth Clients
  • Fee-Only Financial Planning
  • Wealth Transfer
  • Second Opinion Review
  • Tax Planning
  • 401(k) and IRAs

Website

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150 N. Wacker Drive
Suite 3050
Chicago, IL 60606

103 E. Liberty St.
Suite 202-A
Ann Arbor, MI 48104

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robert Costello is a fee-only finanical planner with offices in Ann Arbor, MI  and Chicago, IL.  Costello Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Costello is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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.

Rob Costello founded 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 focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps 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 work with Rob 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.

Rob received his B.S. from the University of Illinois at Urbana-Champaign, where he studied Finance. In 2010, he earned his Certified Financial Planner certification. In 2012, he completed his CPA Preparation from Northwestern University School of Continuing Studies.

Rob started his wealth management career in 2007 for a boutique wealth management firm in the Chicagoland area.

Rob is actively involved in Arlington Heights and Ann Arbor community. He is a member of Kiwanis Ann Arbor and on the board St. Viator Business Forum along with other advisory associations.

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We offer a comprehensive approach that provides independent, objective advice.

Costello Financial Planning primarily works with individuals and families with portfolio values over $500,000. Our retirement plan consulting and private foundations services provide planning and investment consulting to business owners, boards, and trustees.

Visit our Finanical Services page on our website for details.
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