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
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  • Contact

Your. Life. Matters.

We love being an integral part of our clients’ financial lives. We get the most satisfaction when our clients become financially successful. We’ve grown into the type of firm that our clients rely on for advice before they make life’s toughest financial decisions.

Should I refinance my mortgage?

Should I lease or buy this car?

Am I saving enough for retirement?

How am I going to pay for college?

How much life insurance should I purchase?

What percentage of stocks and bonds should I own?

Life’s financial questions can be endless and seem daunting. But they don’t have to be. Choosing a financial partner who is as committed to your well-being as you are is an important decision to make.

Your life matters to us.

And we want to be a part of it.

Learn About Our Process

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.