A complete list of active advisors currently associated with Coalson Financial Services, LLC

Warmer can help you find a great advisor at Coalson Financial Services, LLC or one who fits your needs even better.

Coalson Financial Services provides customized financial planning and investment advisory services to individual clients, with most clients retired or approaching retirement. Services include comprehensive retirement and distribution planning, portfolio construction using mutual funds, ETFs and select individual securities, and management of employer‑sponsored retirement plan assets. The firm operates primarily on a non‑discretionary basis, discussing recommendations with clients and implementing transactions only after client approval, and it generally avoids frequent trading or market timing. Investment decisions draw on quantitative fund metrics and fundamental analysis, and the firm may recommend third‑party separately managed accounts as an alternative to traditional mutual funds. Notable features include the firm’s primarily non‑discretionary AUM model, which is uncommon among independent advisers, and a concentrated practice size with a small client roster and modest assets under management. The adviser holds CFP credentials, does not engage in other financial industry sales or affiliations, and discloses personal ownership of a medical practice outside the advisory business.

To learn more about the advisors currently working at Coalson Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.