A thoughtful and independent approach to your retirement and financial planning

Clarity starts with a conversation

Why we're here

We help you plan for and live in a comfortable and successful retirement. Our approach is personalized & straightforward. We have a singular focus on listening to your goals, plans, hopes, and expectations.

Providing clarity around the most important question

Are you confident that you’ll be able to retire comfortably and remain comfortably retired?

Our focus is on you, your quality of life in retirement, and your legacy.

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Focused on you

As a fiduciary, we are only focused on your best interests

Independent and Objective

We are wholly independent and we have nothing to sell you


You pay a small, transparent fee as we help you navigate what could be a 30,40 or even 50 year retirement

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A personalized and thoughtful approach to your retirement and financial planning


Retirement Plan Services

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COASTAL CAPITAL MANAGEMENT, LLC (“COASTAL CAPITAL MANAGEMENT”) is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, COASTAL CAPITAL MANAGEMENT disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.COASTAL CAPITAL MANAGEMENT does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall COASTAL CAPITAL MANAGEMENT be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if COASTAL CAPITAL MANAGEMENT or a COASTAL CAPITAL MANAGEMENT authorized representative has been advised of the possibility of such damages. In no event shall COASTAL CAPITAL MANAGEMENT, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.