Financial Planner & Wealth Advisor Johns Island, SC

  • Our Team
    • Justin M. Follmer, MBA, CFP®, AIF®
    • Shawn P. Brunner, MBA, CFP®
  • Our Services
    • Financial Planning
    • Investment Advice
      • Donor Advised Fund
      • Managed Investment Portfolios
    • Our Fee Structure
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You are Unique.

We are a breed of registered investment advisors and fee based financial planners who create custom financial plans and evidence-based investment strategies with one goal:
to view your money the way you do.

Why We do What We do

Fiduciary Responsibility

An investment fiduciary is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and legal responsibility to act in their best interests.

See how our Accredited Investment Fiduciary® can help you.

Our Duty to You

Your. Life. Matters.

Decisions made yesterday dictate your tomorrow.

Making financially smart decisions matters.

Your life matters to us.

Our Passion

Guidance with a Purpose.

A structure is only as good as the foundation upon which it is built.

Our foundation is rooted in academic science.

Our Philosophy

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Let’s start your conversation.

A few minutes on the phone or in person may be the best few minutes you’ve spent all week.

We won’t know for sure until you
Get in Touch

Investment Advisor and Fee-Based Financial Planner - Johns Island, SC

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TD Ameritrade Client Access

Copyright © 2023 · Coastal Wealth Advisors. Coastal Wealth Advisors, LLC is a Registered Investment Advisor in the states of South Carolina, Pennsylvania, New Jersey, Florida, and notice-filed in Texas. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks such as fluctuating value and potential loss of principal value. There is no guarantee that any investment strategy will be successful. Diversification neither assures a profit nor guarantees against a loss in a declining market. Past performance is no guarantee of future results. Nothing listed on this website should be construed as specific investment advice; we welcome you to contact us or your advisors to tailor advise to your specific financial situation.