545 SOUTH WATER STREET
Barrett Costello works closely with clients to help them feel confident in pursuing their retirement goals while navigating the changes impacting the financial planning industry. He understands those changes having worked in mutual funds with top financial advisors and serving as a professional within the industry.
As the changing regulatory environment and focus on the fiduciary standards transforms how advisors work with their clients, Barrett believes it is important to build strong relationships and to care about clients’ goals as much as they do. He works with retirees and those planning for retirement to address concerns about generating income, achieving growth and mitigating volatility in a world of increasing uncertainty.
Prior to joining Balance Wealth Advisors, Barrett spent nearly two decades working with some of the best financial planners in the industry to find the right strategies for their clients. He was most recently Senior Regional Director and Vice President at Neuberger Berman and previously Vice President at Hennessy Funds and an Inside Wholesaler at Fidelity Investments.
Barrett was drawn to Balance Wealth Advisors because of its holistic financial planning approach. The move continues his commitment to working with a diverse team of passionate professionals.
Barrett keeps a close eye on industry trends and changes as an active member and former board member of the Financial Planning Association of Massachusetts, the second largest chapter of the national Financial Planning Association. He previously served as Public Relations Director for the chapter and is committed to its values including a high standard of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Barrett grew up on the South Shore of Massachusetts and went to High School at Sacred Heart in Kingston, Massachusetts. He earned a B.S. in Business Management with a minor in Finance from Roger Williams University in Bristol, Rhode Island. Barrett resides in Sudbury, MA with his two children Brooke and Brendan.