A complete list of active advisors currently associated with Coffman Wealth Advisors, LLC

Warmer can help you find a great advisor at Coffman Wealth Advisors, LLC or one who fits your needs even better.

Coffman Wealth Advisors, LLC is a fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm reports approximately $477,027 in discretionary assets across about 10 client relationships and operates with two advisors. The firm charges percentage-of-assets-under-management advisory fees and describes an investment process grounded in Modern Portfolio Theory, using a mix of passive and active vehicles, ETFs, mutual funds, and outside managers to construct diversified asset allocations. Financial planning is offered on both project-based and ongoing bases; ongoing planning is included for clients with $500,000 or more in assets, while smaller accounts may be charged separate planning fees. Notable for a firm of its size, Coffman Wealth Advisors is affiliated with a public accounting firm (Coffman and Company, P.C.), and its principal owners have roles at that accounting firm and may cross-refer clients between the entities while stating clients are not required to use the accounting services. The adviser is recently established (formed in October 2025), manages a small total asset base relative to peers, and further offers employer retirement-plan services — including acting as an ERISA investment manager — a service mix that is less common for similarly small, supported firms.

To learn more about the advisors currently working at Coffman Wealth Advisors, 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.