About us

About Us

Coastal Capital

Coastal Capital Management, a registered investment advisory firm (RIA), was formed in 2014. Coastal Capital Management employs a team with over 30 years of combined investment experience.

Coastal Capital Management provides fee-only comprehensive financial planning & investment management to individuals, families, businesses, & community banks. Fee-only means we charge a flat fee based on assets under management, we do not receive any other form of compensation. We provide services, not products, we do not have anything to sell you. We adhere to the fiduciary standard and always act in our clients best interest as their fiduciary.

Rex Mahoney

Rex is the Managing Director of Coastal Capital Management. He has over 5 years of experience of working to find retirement solutions for individuals, companies and community banks.

A University of Mary Washington Alumni, Rex began working in wealth management in 2012. He works with a variety of clients and has experience with new graduates to high net worth individuals and families.

With Coastal’s CEO, Patrick Dooley, Rex specializes in developing, implementing, and managing the Bank RIA for community banks.

Working with individuals, families, & businesses realizes, define, & achieve their goals is Rex’s calling. From people just starting their first job to professionals winding down a successful career, he can help you answer the question:

Do you know exactly how much money you’ll need to retire comfortably and live comfortably while retired?

Rex and his wife, Bridget, live in Church Hill with their wonderful Goldendoodle, Olive.