Fiduciary Duty
At Coastal Wealth Advisors, we work alongside individuals, families, and business owners who seek more than just financial advice—they seek real, measurable results. Managing substantial wealth isn’t just about growing your portfolio; it requires consistent discipline, proactive risk management, and tax optimization strategies to preserve and build your financial legacy. Our clients value a team that anticipates challenges, uncovers blind spots, and ensures each financial decision aligns with their long-term vision.
As a registered investment advisor, we are legally held to a higher standard of care – a fiduciary duty – that puts your needs before our own.
Our advisors, Justin Follmer and Shawn Brunner, are both CERTIFIED FINANCIAL PLANNER™ professionals. In addition, Justin has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.