A complete list of active advisors currently associated with Coastal Financial Advisors, Inc.

Warmer can help you find a great advisor at Coastal Financial Advisors, Inc. or one who fits your needs even better.

Coastal Financial Advisors, Inc. is a fee‑only registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and portfolio management along with related services such as tax planning and preparation, estate planning review, and limited bookkeeping for small businesses. The firm constructs individualized portfolios that take into account a client’s tax situation, risk tolerance, and personal goals, and relies on traditional research sources when making recommendations. It generally recommends no‑load mutual funds, ETFs, U.S. government securities and individual bonds, manages accounts on a discretionary basis while coordinating with clients, and uses an established custodian for custody and trade execution. Compared with many independent advisers, the firm also provides ERISA retirement plan advisory and fiduciary services to 401(k)/403(b) plans and to nonprofit endowments and foundations, a service area that relatively few peers offer. The advisor team holds securities and insurance credentials, is a member of a fee‑only professional association, and combines investment management with tax preparation and plan‑level consulting.

To learn more about the advisors currently working at Coastal Financial Advisors, Inc., 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.