Financial Planner & Wealth Advisor Johns Island, SC

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    • Justin M. Follmer, MBA, CFP®, AIF®
    • Shawn P. Brunner, MBA, CFP®
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Fiduciary Duty

We know you have choices in who you choose to help manage your wealth. There are stock brokers, insurance agents, financial advisors, planners, consultants, and self-titled gurus, but not all are required to do what is in your best interests.

We. Simply. Are.

As a South Carolina registered investment advisor, we are legally held to a higher standard of care – a fiduciary duty – that puts your needs before our own. Our advisor 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.

Can you believe there are some firms that aren’t held to this standard?
We can’t either.

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

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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.