So Why Us?

With so many investment firms out there, why choose Coastline Private Advisors? We’d love to share what makes us different.

Like you, we’re striving toward something bigger.

Coastline Private Advisors began with a simple dream: for my family and I to one day live by the ocean. That dream is what inspired our name, ‘Coastline.’

Like any meaningful goal, it takes work to get there. For us, investing became more than just a way to grow our income—it became a path to building the life we envisioned. We’ve always enjoyed the research and discipline that go into it, but what we treasure most is the moment you reach a milestone and can finally say, we did it.

We’d love for you to share in that same feeling as we work together toward your goals and ours!

We meet you where you are, in the way that works best for you.

We’re self-taught, so we get it—everyone comes from a different place when it comes to investing. That’s why we take the time to guide and educate, one-on-one, often over good food and drinks.

We’ll listen first and work with you the way you prefer—whether that’s full portfolio management or just regular check-ins. What’s best for you is what works best for us.

We’re a small, local firm, and trust is our most valuable currency.

We serve friends, neighbors, and people we know personally. We understand that without trust, we have nothing. That’s why we only recommend strategies we use ourselves—and always take the time to explain the choices you’re making.

Being small means we can move quickly.

The market often moves quickly—sometimes even unpredictably. As a small firm, we’re able to respond just as fast. Without layers of bureaucracy, we stay agile and focused on what matters most: adapting quickly and delivering results.

Since we genuinely enjoy the research side, we dove in—and here’s what we discovered.

When you’re positioned well, nothing can stand in the way of growth. 2025 has been a remarkable year—full of both opportunities and challenges. The market has seen major swings as the economy undergoes a profound transformation.

Through it all, one thing has remained consistent: when our research is paired with patience, it creates real results.

For our clients, that’s meant annualized returns of up to 15%—outperforming the S&P 500’s 10-year average of about 11%.

We’ve built a portfolio that fits a variety of needs and ambitions.

New to investing and want to protect your capital? We’ve got you covered. Comfortable taking educated risks and eager to explore the latest opportunities? We have that too. Even if you’re somewhere in between or unsure, we can help position your investments in a way that works for you.