Costello Financial Planning
Fee-Only Financial Planner serving the Ann Arbor, MI and Chicago IL areas.
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.
Rob Costello is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Rob Costello is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Rob Costello is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Costello Financial Planning has access to Dimensional Funds
The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact Rob Costello
103 E. Liberty St.
Ann Arbor, MI 48104
150 N. Wacker Drive
Chicago, IL 60606