Morgan City Financial Planning Advisors

Our Practice

“Knowledge is a process of piling up of facts; wisdom lies in their simplification.”  ~ Martin H. Fischer

We founded Coastline Wealth Group because we know how overwhelming and stressful financial matters can be. We have found that much of this stress and discomfort comes from not knowing what course of action to take, or even from being overwhelmed by the number of options you have. That is where we come in. We will help you gather and make sense of your assets and cut through all the noise to give you a clear path forward. Our goal is to take that universe of options you have and distill it down to a plan presented in plain English, with actionable items that get you closer to your goals every day.

We believe that investor behavior, not market returns, will be the primary determinant to a client meeting their financial goals. A strong client/advisor relationship grounded in trust and understanding can be a big help to an investor trying to make the right decisions. However, having an advisor that wants to know what is important to you before giving you a solution doesn’t mean you need to settle for sub-par investment expertise. Having worked in institutional asset management and personal wealth management for many years the team at Coastline Wealth Group, backed by the considerable resources of our broker dealer Raymond James, is ready to bring sophisticated solutions to meet your needs. We just don’t feel we need to talk over your head to do that.

Managing your financial life does not have to be difficult, but it does require discipline.

And we will be there every step of the way to help you.