Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Charitable Giving
  • Saving for Education
  • Wealth Preservation Strategies

Awards & recognition

  • Anthony Pio Costa IV, Forbes Best-in-State Wealth Advisors, 2018, 2020-2023
  • Anthony Pio Costa IV, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Pio Costa & Associates, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Our firm helping stock the sheleves at Saint Peter's Haven.
Our firm helping stock the sheleves at Saint Peter's Haven.

Saint Peter's Haven.

Toys for Tots.

Fairfield Police Department.