Coastal Wealth Advisors, LLC

Coastal Wealth Advisors, LLC is a Wealth Management Firm in Johns Island, SC. The firm provides personalized financial planning, investment management, and advanced strategies for high-net-worth families and business owners. Services include custom wealth building, tax efficiency planning, estate strategy, business succession, and philanthropy integration. The firm coordinates with clients’ CPAs and attorneys to manage overall outcomes rather than focusing solely on portfolio performance. It holds a 5.00 rating based on 2 reviews.

Founded in 2015, the firm addresses the need for hands-on implementation of cohesive financial strategies for affluent individuals. Founder Justin M. Follmer, MBA, CFP®, AIF®, applies discipline from his service as a U.S. Marine Corps veteran to lead the firm. He brings nearly two decades of experience in financial planning and portfolio design. Advisor Shawn P. Brunner, MBA, CFP®, joins with over twenty years of experience in research, investment, and advanced tax planning. Together, they help clients preserve, grow, and transfer multi-generational wealth through practical, forward-thinking strategies.

The advisors take a holistic approach, integrating investments, tax planning, and estate considerations to ensure no element is overlooked. They prioritize proactive tax strategies that explore short and long-term opportunities for efficiency, collaborating closely with clients’ existing tax professionals. The firm also assists families in maximizing the benefits of giving by integrating philanthropy into financial plans. By acting as a central point of coordination, they ensure that recommendations from various advisors align with the client’s long-term vision and values.

The firm is known for its positive rating from the customers who have reviewed it. This recognition reflects the satisfaction of high-net-worth clients who value the firm’s personalized, integrated approach to wealth management and financial planning in SC.

Coastal Wealth Advisors, LLC combines decades of combined experience in tax planning and investment management to serve high-net-worth families in Johns Island, SC.

Coastal Wealth Advisors, LLC is located on 3464 Maybank Highway, just over a quarter mile from the main road. The office sits about a third of a mile from the John's Island Regional Library and Haut Gap Middle School.

BizScoreAI awarded the firm a perfect 100 out of 100 for Content Quality, ensuring the website answers customer questions clearly so AI assistants can quote the information directly. The business also received a 94 out of 100 for Technical score, which confirms the site is secure and readable for search engines without errors.

Services:

• Integrated Philanthropy Services
• Personal Financial Planning
• Wealth Management