Justin M. Follmer, MBA, CFP®, AIF®
Guidance with a Purpose.
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Serving Clients Nationwide
Guidance with a Purpose.
Areas of Focus
- Capital Gains
- Choosing a Financial Advisor
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- LGBTQ Couples
- Loss of Spouse or Partner
- Money Psychology
- Owning a Business
- Prioritizing Money
- Real Estate Investing
- Retirement Planning
- Setting Up Retirement Accounts
- Side Hustles
- Taxes
- Travel
- Women & Wealth
- Work from Home
About Justin M. Follmer, MBA, CFP®, AIF®
As the founder of Coastal Wealth Advisors, Justin has been working with unique clients for close to 18 years by helping them pursue answers to, and strategies through, some of life’s most difficult questions and challenging moments. His clients include high-net worth families and individuals, charitable organizations, entrepreneurs, and privately held small-businesses.Before building Coastal Wealth Advisors, he devoted valuable time to academic studies and hands-on experience with financial firms of various sizes and specialties. During his college years, he earned the title of United States Marine. His time with the Marine Corps proved to be indispensable to the business.
Marines abide by a set of core values that define how they live their lives. These core values of Honor, Courage, and Commitment are integrated into every facet of his client relationships, business processes, and ethical standards. He holds the belief that values are not mere words but rather demonstrated through our actions every moment of the day, and they shine most authentically when upheld even when no one is watching.
His academic education includes a Bachelor of Arts Degree in Business Finance and Managerial Economics from Lycoming College as well as an MBA from The Citadel Graduate College.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Accredited Investment Fiduciary® designation which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He believes that clients should look to hire a financial firm that maintains an ongoing commitment to process improvement, academic research, professional education, and fiduciary-first responsibility. To further promote these standards, He was recently elected to the Board of Directors of the South Carolina Financial Planning Association.
Justin enjoys spending his spare time pushing the limits at the gym, sipping a good tequila, collecting timepieces, trekking through the terrain of a mountain trail, traveling with his wife and friends, and taking cruises in Brenda: his prized, numbers matching, 1970 Chevelle SS classic car.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
3464 Maybank Highway, Unit E Johns Island, SC 29455
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Pro Bono
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form. This helps us learn a little bit about you so we know where to start our conversation. We look forward to connecting with you soon.Offers Investment Management
Yes
About Coastal Wealth Advisors
Coastal Wealth Advisors is a Charleston-based, South Carolina registered investment advisor who provides investment advice to families, small businesses, high net-worth individuals, and charitable organizations. Providing sound investment advice and tailored financial plans remain the cornerstone of their business.You view and approach money differently than your friends and family. You budget a certain way, invest a certain way, and spend a certain way. Wouldn’t it be refreshing to have a financial planner and investment advisor who understands and supports your unique desire to approach money the way you see fit?
Coastal Wealth Advisors was built with the goal to understand your personal financial situation, appetite for risk, and what you want your portfolio to accomplish before its advisors make any investment advice recommendations. As fiduciaries, they are legally required to make investment advice recommendations that are in your best interests, regardless of their own. This means they strive to create portfolios that are evidence based, low-cost, efficient, tax-managed when appropriate, and fit your long-term financial goals. Guided by this perspective, their approach looks to academic research to gain insight into dimensions that drive higher expected returns, then integrates this knowledge into strategies designed and implemented to add value to your portfolio needs and financial lifestyle.
They offer Personal Financial Planning and Business Financial Planning for a flat-fee. Hourly consultations, if appropriate, are available for limited-scope planning. In addition, they design, implement, and manage customized investment portfolios on a percentage of assets under management basis.
✅ No rules-of-thumb.
✅ Zero judgments.
✅ No ‘one size fits all’ solutions.
✅ Simply, advice created for you, guided by your purpose.
Their office is conveniently located in beautiful Johns Island, SC. But just because they're located there, doesn’t mean you have to be. They work with clients in a dozen different states through a combination of face-to-face and virtual consultations. They'll also happily come to you. Or better yet, go visit them and then hit the local beaches; think of it as a vacation for you and your finances.
Education
Master of Business Administration (MBA) - The Citadel Graduate College Bachelor of Arts in Business Finance and Managerial Economics - Lycoming College
Hobbies and Interests
- Cars
- Collecting
- Eating Out
- Exercising
- Family
- Grilling
- Hiking
- Music
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- Contractors
- Corporate Executives
- Couples
- Democrats
- Dentists
- Divorce
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Parents
- Physicians
- Private Foundations & Organizations
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Sales Professionals
- Single Women
- Special Needs
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
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