Costello Financial Planning is a family-owned, fee-only financial advisory firm serving clients nationwide through a personalized virtual planning experience. Rooted in relationships, the firm brings together the expertise of a Certified Financial Planner™ professional and a Certified Public Accountant to help clients coordinate investments, taxes, retirement, and major financial decisions. It primarily works with successful individuals, families, and business owners with approximately $2 million to $20 million or more in investable assets, including people approaching retirement, executives, and families managing complex wealth.

The firm offers comprehensive financial planning, investment management, and proactive tax planning. Services include portfolio management with attention to tax efficiency, retirement income and withdrawal planning, Social Security coordination, and strategies such as Roth conversions, tax-loss harvesting, and charitable giving. Its team also helps clients evaluate significant events and choices, including business sales, stock options, pensions, real estate, and inheritances, while coordinating with estate planning needs. Costello Financial Planning states that it acts as a fiduciary and partners with Charles Schwab as custodian.