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Safeguard Your Financial Health

Live in the moment and earn a return on life. Plan, Invest, Protect, and Benefit.

Fee-Only Financial Advisors Who Put You First

Wealth and health synonymously work together. Coastal Financial Advisors embraces individuals, families, and businesses that stem from all economic backgrounds and who are in all phases in life. We believe that your financial future is a nurturing process and continuous life event that focuses on achieving your personal goals by building and sustaining net worth while minimizing risk and taxes. We accept the financial stress that you live with and provide a roadmap to ensure your financial health becomes a reality.

Plan - Custom fee-only financial planning from a trusted financial advisor

Plan

Planning is the foundation for financial success. Buying a house, having a child, saving for college, going through a divorce or planning for retirement – depending upon where you are in your life – we curate a customized plan that meets your personal goals.

Invest

Invest

Reaching your investment goals is important, and achieving it with the right toolset matters the most. Once you have achieved your investment goals, charitable giving and trusts may be properly aligned to help continue your family’s legacy and reduce tax burdens.

Protect - insurance financial advisor

Protect

The modern world is full of unknowns and complex moving parts. We will help you to remove the financial uncertainty and stress from your future through risk and insurance assessments.

Benefit - retirement plan advisor

Benefit

Retirement, don’t you deserve a relaxing one? Our priority is you, and if you are a business owner this extends to your staff. Comprehensive retirement plans are not only a need, they are a necessity.

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Fee-Only + Fiduciary

Coastal Financial Advisors, a NAPFA member, is a Registered Investment Advisor that provides comprehensive financial advisory and investment management services. We do not receive commissions or other compensation from the sale of insurance, brokerage, or other financial products.

Financial News and Articles

Coastal Financial Advisors, Inc. Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC
Dennis K. O'Brien, completed his semiannual training with America's IRA Experts at Ed Slott and Company, LLC.
Benefits of Maintaining a Mortgage
Many people are anxious to pay off their mortgage, hoping to feel relief from not making the monthly payment. But …
Catholic Charities, Diocese of Trenton Selects O’Brien To Head Monmouth County Board
Officials from the nonprofit selected Dennis K. O'Brien, president of Coastal Financial Advisors, Inc., as Chair of the agency's Monmouth …

ORGANIZATIONS WE SUPPORT