Coastal Financial Services, Inc. is proud to serve our clients in the following areas

WISER WEALTH MANAGEMENT
Welcome to Coastal Financial Services, Inc. Our company was founded in 2000, with the mission to provide comprehensive wealth management services for every stage of life to our valued clients. We believe our clients are like family and ensuring your trust and confidence in us is our highest priority.
Meet your professional team at Coastal Financial Services

Joseph Hofmeister
President & Wealth Advisor

Erin Brandenburg
Client Services Administrator

Michelle McCormick
Marketing Director & Financial Coach

MISSION STATEMENT
At Coastal Financial Services, our mission is to personally know and understand your needs, wants, and long-term goals and work with you to achieve them.

KNOW YOUR NUMBER?
Is your investment portfolio too conservative or maybe, too aggressive for your level of comfort? Let Coastal Financial help you find the perfect balance.