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

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

Coastal Financial Planning provides comprehensive, fee-only financial planning and investment management to individuals and small businesses, and also serves trusts, estates, charitable organizations, and other business entities. The firm manages roughly $37 million across about 53 client relationships and offers retirement, tax, risk management, and estate-planning advice as part of its service suite. The firm’s investment approach emphasizes long-term, asset-allocation portfolios grounded in Modern Portfolio Theory, with global diversification across equities, fixed income, mutual funds, and ETFs. Portfolio management emphasizes downside protection and strategic, case-by-case adjustments rather than systematic rebalancing, and the firm manages both discretionary and non-discretionary accounts while using fundamental analysis to inform selections. Distinctive operational features include ongoing implementation and plan-support services following delivery of financial plans and a relatively concentrated client roster, which can result in more individualized attention. The firm does not accept custody of client assets or vote proxies on clients’ behalf, generally recommends a major custodian (including receiving certain support services from that custodian), and operates as a long-standing independent practice with a CFP‑certified principal.

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

Name	Location	Years of experience
Angela Thomson	Lincoln, RI	19

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