Mission


The Coastal Financial Partners Group team specializes in helping clients protect their wealth from higher taxes and uncertain times.

We assist our clients in the creation and preservation of wealth in both their business endeavors and personal lives. With this in mind, we evaluate research and analyze each unique situation in pursuit of innovative, yet practical strategies.

By not being limited to any specific solution or combination of solutions, we become our client’s single source of developed wealth strategies. Our dedication to working in harmony with our client’s other advisers is central to the goal of achieving results that meet or exceed expectations.