Financial Planner & Wealth Advisor Johns Island, SC

  • Our Team
    • Justin M. Follmer, MBA, CFP®, AIF®
    • Shawn P. Brunner, MBA, CFP®
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    • Financial Planning
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Our Investment Philosophy

Markets Work

We firmly believe that markets work, in that, market prices reflect all available information and expectations of the future.

 

Diversification Matters

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.

 

Emotions are Destructive

Reacting to current market conditions may lead one to making poor investment decisions at the worst times.

 

Structure Evidence-Based Portfolios

Pursue globally diversified portfolios using academic research that points to differences in expected returns.

 

Learn About Our Process

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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.