Protea Wealth Management is a financial firm with deep roots and a long view.
We were built with the purpose to serve clients not just for a season, but for a lifetime.Protea: What’s in a name?
There is something powerful about a flower that does not simply survive change, but grows through it. The protea, known for its resilience, flourishes in harsh conditions, even spreading through wildfire. It adapts. It endures. It continues to bloom. That symbolism is at the heart of Protea Wealth Management.
Protea Wealth Management was built to be a steady presence in the midst of change. A place where people feel heard, guided, and supported through every phase of life. Because life is rarely a straight line, it changes.
Families grow. Roles shift. Businesses are built and sold. Children leave home. Retirement begins. Loss happens. New purpose emerges. And in each of these seasons, people are often left asking some version of the same question: What now?
Just as the protea does not lose its strength when conditions change, our clients do not lose their purpose when life takes a new shape. That’s why we believe financial planning is about much more than money. It is about helping people stay rooted in purpose, rooted in what matters, adapt with intention, and continue building a life of meaning as their circumstances evolve.
That is what Protea stands for: resilience, guidance, continuity, and growth with purpose. Because even when life changes shape, purpose does not disappear. It simply asks to be rediscovered.
Meet the team:
With a team built across generations Protea Wealth Management reflects the very thing many clients are looking for: continuity, perspective, and a long-term path forward. Different life stages bring different strengths, and our team reflects that. Our team includes:
Larissa Costello
Larissa represents reinvention, momentum, and purpose that deepens over time. Her story reflects the belief that life does not narrow with age, it expands. She brings lived wisdom, perspective, and the confidence to help clients keep moving forward.
Mark Youngs
Mark represents depth of experience, steadiness, and the importance of succession done right. He has seen market cycles, real-life transitions, and the value of making sure clients are cared for well into the future.
Jack Costello
Jack represents the future, growth, and the value of building relationships that last. He brings energy, perspective, and a commitment to growing with clients over time.
Who is Protea Wealth Management for?
Many clients come to us in moments when that sense of purpose feels unclear. Retirement may be approaching. A business may have been sold. Children may have left the nest. A spouse may be gone. A new chapter may begin, even if they did not expect it. In those moments, the question often becomes “Am I going to be OK?” While we can’t predict the future, we can help you build a plan you feel confident in.
Protea is there to help clients stay rooted, reconnect with purpose, and flourish. The protea flower symbolizes resilience, transformation, courage, and the ability to thrive in harsh conditions. That symbolism is central to our brand. Life changes. Purpose evolves. Plans need to adapt. Through all of it, Protea remains steady.
Are you looking for:
Financial clarity instead of confusion
Partnership instead of transactions
Calm instead of pressure
Practical expertise without intimidation
A relationship you can lean on over time
Guidance that helps you reconnect your financial life to your purpose
What makes us different?
We span generations as a team, which means our clients can grow with us through generations.
For retirees, that means confidence that their advisor will not “retire on them.”
For families, it means continuity.
For younger clients, it means a relationship they can build on for years to come.
For clients in transition, it means they do not have to start over every time life changes.
Like the protea flower, we believe strength is about having a steady foundation to stay rooted through life and grounded in purpose. That is how we want clients to feel when they work with us: steady, supported, understood, and able to move forward and design a beautiful life.
What we believe.
- Financial planning should feel easy, not overwhelming
- Money is a tool to support life — not the purpose of it
- Purpose does not end when life changes — it evolves
- Clients deserve guidance that feels human, not intimidating
- Strong relationships matter more than transactions
- Preparation creates space to think, breathe, and adapt
- True value comes from communication, clarity and care.
Let’s design a beautiful life — together.
It doesn’t matter if you’re preparing for retirement, navigating a change, organizing your financial life, or thinking about the future you want to create, Protea is here to help you stay rooted through every season of life.
Design a beautiful life.
Protea Wealth Management was built with the purpose to serve clients not just for a season, but for a lifetime. Working with households coast to coast, we help you design a beautiful life.
Working with households coast to coast, Protea Wealth Management is an affiliate of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. See full disclosure HERE.