Food for Thought

About Us
Team
- Justin M. Follmer, MBA, CFP®, AIF®
- Shawn P. Brunner, MBA, CFP®
Services
Blog
Client Access
- Schwab Alliance
- Morningstar Portal
Contact

About Us
Team
- Justin M. Follmer, MBA, CFP®, AIF®
- Shawn P. Brunner, MBA, CFP®
Services
Blog
Client Access
- Schwab Alliance
- Morningstar Portal
Contact

About Us
Team
- Justin M. Follmer, MBA, CFP®, AIF®
- Shawn P. Brunner, MBA, CFP®
Services
Blog
Client Access
- Schwab Alliance
- Morningstar Portal
Contact

Evidence-based portfolio design.

Just a click away.

COPYRIGHT © 2025 · COASTAL WEALTH ADVISORS. COASTAL WEALTH ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISOR IN THE STATES OF SOUTH CAROLINA, PENNSYLVANIA, NEW JERSEY, NEW YORK, 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. ADV & PRIVACY POLICY.