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
  • Blog
  • Contact

Justin M. Follmer, MBA, CFP®, AIF®

RachelRedPhotography-136

As the founder of Coastal Wealth Advisors, I’ve been working with unique clients for well over a decade by helping them pursue answers to and strategies through some of life’s most difficult questions and challenging moments. My clients include high-net worth families and individuals, charitable organizations, entrepreneurs, and privately held small-businesses.

Before building Coastal Wealth Advisors, I devoted valuable time to academic studies and hands-on experience with financial firms of various sizes and specialties. During my college years, I earned the title of United States Marine. My time with the Marine Corps proved to be invaluable to this business.  We Marines abide by a set of core values that define how we live our lives. These core values of Honor, Courage, and Commitment are integrated into every facet of my client relationships, business processes, and ethical standards.

My academic education includes a Bachelor of Arts Degree in Business Finance and Managerial Economics from Lycoming College as well as an MBA from The Citadel Graduate College. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. Lastly, I am also an Accredited Investment Fiduciary® designee to signify specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

I believe that a firm who maintains an ongoing commitment to process improvement, academic research, professional education, and fiduciary-first responsibility should be the backbone for what clients look for in who they choose as their financial partner.

I enjoy spending my spare time pushing the limits at the gym, trekking through the terrain of a mountain trail, traveling with my wife and friends, and taking cruises in Brenda: my numbers matching, 1970 Chevelle SS.

Contact Me Today
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.

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

Morningstar Client Access
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.