Build a plan for every stage of life—backed by experience and strategic clarity.
Your financial life isn’t just numbers on a balance sheet. It’s the engine behind your lifestyle, your family’s security, and the legacy you’re building. And when it becomes more complex—multiple accounts, entities, properties, or decisions with big tax implications—you need more than investment advice. You need comprehensive personal financial planning.
At Coastal Wealth Advisors, we bring order to complexity. We help you align each piece of your financial life so you can move forward with clarity, confidence, and control—no matter what’s ahead.
Led by experienced CERTIFIED FINANCIAL PLANNER® professionals, our team specializes in working with high-net-worth families, business owners, and individuals navigating complex financial lives. We take a strategic approach to every relationship, tailoring our advice to the life you’ve built and the future you’re striving to create.
Our financial planning process is customized and collaborative. Each step is focused on analyzing what matters,
researching and clarifying options, and ensuring nothing important falls through the cracks.
We begin by learning about you—your goals, your family, your values, and your financial concerns. This includes taking an inventory of your entire financial life so we can understand where you are today and begin shaping a path toward where you want to go.
We build a customized financial plan that reflects your complete financial picture, including immediate priorities and both short- and long-term goals. This is tailored to your specific needs and presented clearly so you can make informed decisions.
Even the best plans can fail if not executed properly. That’s why we don’t just hand you recommendations—we help you carry them out. We coordinate with your CPA, estate attorney, insurance specialists, and other qualified professionals to ensure each step is handled accurately, efficiently, and in the right order, to help you get the full benefit of every strategy.
Financial plans evolve as your circumstances and life change. If you become a wealth management client, we meet with you periodically to evaluate progress and adjust strategies to stay consistent with any changes. From economic and market shifts to legislative changes, we help you take advantage of opportunities and work proactively on your behalf.
We stay in touch frequently and make ourselves available whenever you need input, so you won’t be left wondering when you’ll hear from us. Whether you want to discuss a new business or real estate opportunity, a large purchase, or an upcoming family change, we’re here for you to offer our input and assistance. Have a problem outside our scope of services? We’ll help find the right specialist to ensure you get the answers you need.
We sweat the details—the often overlooked but essential elements that help ensure nothing important is missed. With years of experience serving high-net-worth families and business owners, we help you find strategies to make the most of your situation. We’ll do our own in-depth research, but we’ll also coordinate closely with your CPA, attorney, and outside specialists to help ensure you get the right advice at the right time.
Our relationships are built on a deep understanding of your goals, family dynamics, and long-term vision. We spend the time needed to learn about you and wish to only work with clients who are looking for this kind of long-term relationship.
Our skillset lies in navigating sophisticated financial situations—layered ownership structures, legacy real estate, multigenerational planning, and strategic wealth management. We’re comfortable with complexity, and we bring clarity without oversimplifying what matters.
In an industry where costs are often unclear, we believe transparency is non-negotiable. Our financial planning fee is $6,000. The fee is paid in two equal installments, first upon engagement and the second shortly after delivering your plan. No surprises. No sales pressure. Just a plan that puts your best interest first.
We provide integrated planning across every area of your financial life—from investments, tax strategy, and estate planning to business transitions, charitable giving, and real estate structuring. You won’t need to juggle multiple advisors or chase down answers. We coordinate it all, so you can stay focused and in control.
Experienced Advisors Committed to Guiding Your Financial Journey with Integrity.
