Coastal Independent Advisors

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1111 Brickell Ave
Miami, FL 33131
+1 (305) 374-8246
https://coastalindependent.com

Coastal Independent Advisors, located in Miami, FL, specializes in efficient wealth management through innovative bucket planning strategies aimed at achieving long-term financial success. Led by Steven Horn, a seasoned portfolio manager with over 30 years of experience, the firm prioritizes a fiduciary relationship and a client-first approach to help clients discover effective management principles for their finances.

The firm operates as a fee-only advisor, ensuring that their success is directly aligned with that of their clients. Coastal Independent Advisors offers a comprehensive financial planning process that focuses on understanding individual client needs, with tailored strategies that encompass a wide range of investment options and account types.

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United States›Florida›Miami›Coastal Independent Advisors