Coastal Wealth Planners: About us

You deserve highly skilled, deeply personal planning for your wealth. Not a sales pitch.

We are deeply committed to the clients that we serve, learn more below:

Coastal Wealth Planners is a fee-based financial planning & wealth management firm. After spending many years in the industry and overseeing $530 Million in client assets at a large brokerage firm, it was clear that investors both need & deserve more than what can be offered to them from most  providers. In addition, the industry’s misuse of terms such as ‘holistic’ and ‘comprehensive’ leaves many investors feeling false security. With that in mind, Coastal Wealth Planners was born in order to provide true, holistic financial advice with you the client and your goals always first before any sales, commissions or trade-offs.

We firmly believe in earning your trust and providing tangible value in our relationship with you. As a result, we don’t believe in locking our clients into contracts or investment products; and firmly stand by our commitment for refunding fees as outlined in our client agreements. Furthermore, we offer a number of different ways that you can  work with us in order to provide solutions that fit you now and in the many years to come. It is our privilege to maintain your trust and partnership; so if you are considering how we may be able to help you, we encourage you to set up a free  introductory call with us.