Coastal VA Wealth Group

Coastal Virginia Wealth Group is a financial services firm providing comprehensive wealth management solutions for individuals and businesses. Led by Senior Wealth Consultant and Certified Financial Planner™ professional Dan Neice, MBA, CFP®, the firm specializes in investment management and holistic financial planning, particularly for those nearing retirement. Our mission emphasizes professionalism, high standards, and integrity in helping clients plan and achieve their financial goals. Coastal Virginia Wealth Group offers a wide array of services, including financial wellness programs, employee benefits, and retirement plans. We utilize a diverse selection of investment vehicles, such as stocks, bonds, mutual funds, ETFs, and more.