Our Story —
Coastal Wealth Advisors was founded to solve a specific problem: high-net-worth individuals and business owners receive plenty of financial advice—but not always the right kind, and rarely with the hands-on implementation they need. That’s why we built a boutique wealth management firm focused on personalized strategies and proactive execution.
With nearly two decades of experience serving business owners and high-net-worth families, Justin M. Follmer, MBA, CFP®, AIF®, witnessed how disjointed financial advice can leave clients without a cohesive strategy for the future. A U.S. Marine Corps veteran, Justin applies the discipline, strategic foresight, and leadership developed during his service to lead a firm dedicated to delivering thoughtful, results-driven guidance for affluent families.
He was later joined by Shawn P. Brunner, MBA, CFP®, a seasoned advisor with over twenty years of experience partnering with high-net-worth and ultra-high-net-worth families. With a strong foundation in research, investment and portfolio design, and advanced tax planning, Shawn helps clients navigate the intricate dynamics of multi-generational wealth. His ability to translate complex financial matters into practical, forward-thinking strategies empowers families to make well-informed decisions. Known for his analytical depth and steady counsel, Shawn has been instrumental in helping clients preserve, grow, and transfer wealth across generations with clarity and confidence.
Since 2015, Coastal has been dedicated to helping high-net-worth families and business owners simplify financial complexity, optimize tax strategies, and make informed, strategic decisions that support long-term success and wealth preservation.
Our Approach —
If you’ve built significant wealth, you already know that managing it is anything but simple. You have investments, tax considerations, business interests, estate planning concerns, and big financial decisions that will impact your future, your family, and your legacy. But too often, large wealth management firms structure advice based on the firm’s priorities—not yours.
At Coastal Wealth Advisors, we take a different approach. Wealth management shouldn’t be fragmented with tax advisors, investment managers, and estate planners all offering separate recommendations that don’t align. We act as the central point of coordination, taking the lead to ensure each financial decision works together seamlessly. Our proactive, integrated strategies help you minimize taxes, optimize wealth, and keep your long-term goals on track
Our Goal —
At Coastal, financial planning goes beyond recommendations—it’s our goal to ensure they are implemented. We take a hands-on approach, collaborating closely with you and your trusted advisors to optimize each aspect of your financial life. From strategic tax planning, trust and estate strategies, to advanced risk management and investment portfolio design, we ensure each decision aligns with your long-term vision. Our goal is to provide clarity, confidence, and a clear path toward your financial success.
Our Goal —
We’re not here to offer quick fixes or one-off advice. Our goal is to be the last advisor you’ll ever need. As your wealth evolves, we’ll be by your side, anticipating challenges, identifying opportunities, and adjusting strategies to help you better manage your risks. Whether you’re growing your business, transitioning wealth to the next generation, or optimizing your tax strategies, we’re the financial partner that you won’t outgrow.
We firmly believe that markets work, in that, market prices reflect all available information and expectations of the future.
It is impossible to know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to capture returns wherever they occur.
Reacting to current market conditions may lead one to making poor investment decisions at the worst times.
Pursue globally diversified portfolios using academic research that points to differences in expected returns.
Experienced Advisors Committed to Guiding Your Financial Journey with Integrity.
