Financial Advisors Serving Hilton Head Island, SC
Independent, Fee-Only Fiduciary Retirement Planning, Tax Planning & Wealth Management
Coastline Complete Wealth provides comprehensive financial planning and investment management for Hilton Head Island retirees and families approaching retirement. Our independent, fee-only fiduciary approach is particularly well-suited for individuals and families with $1 million or more in investable assets.
Located in nearby Bluffton, South Carolina, we help clients make informed decisions about their investments, retirement income, and long-term financial future.
Over 50 Five-Star Google Reviews
The Google reviews presented are from current or former clients of Coastline Complete Wealth LLC. No compensation was provided for these testimonials. The experiences described may not be representative of the experience of all clients and are not indicative of future performance or success.
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Retirement Planning & Wealth Management for Hilton Head Island
Managing wealth in retirement involves more than choosing investments. Decisions about retirement income, taxes, investment risk, and estate planning are interconnected, and getting them right can make a meaningful difference over time.
We bring these pieces together through comprehensive financial planning tailored to your individual circumstances.
Retirement Income Planning
Developing a sustainable withdrawal strategy that allows you to enjoy retirement while managing the risk of outliving your savings.
Tax Planning
Identifying opportunities involving Roth conversions, required minimum distributions, capital gains, Social Security, and Medicare premiums to help manage taxes throughout retirement.
Investment Management
Building diversified, cost-conscious portfolios designed around your income needs, long-term objectives, and tolerance for market volatility.
Estate & Legacy Planning
Coordinating with your estate planning professionals to help ensure your wealth is transferred according to your wishes.
Your Local Hilton Head Island Financial Advisor
Coastline Complete Wealth is an independent, SEC-registered investment advisory firm serving Hilton Head Island from our office in Bluffton, South Carolina.
Founded by Brandon Cox, CFP®, who has advised clients since 2010, our firm specializes in helping retirees and families approaching retirement navigate complex financial decisions.
Brandon is the author of Lowcountry Retirement: A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning and has been recognized by Forbes as a Best-in-State Wealth Advisor in South Carolina.
We serve clients throughout Hilton Head Island, including Sea Pines, Palmetto Dunes, Hilton Head Plantation, Port Royal, Long Cove Club, and surrounding communities.
Our clients appreciate having a local advisory team they can meet with in person, rather than relying exclusively on a distant financial institution.
CFP® Professional
Advising Clients Since 2010
Nearby Bluffton Office
255 New Riverside Village Way, Unit 202
Bluffton, SC 29910
Frequently Asked Questions
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Look for an independent advisor who is compensated directly by clients rather than through commissions from investment or insurance products. Coastline Complete Wealth is a fee-only, SEC-registered fiduciary investment advisory firm serving Hilton Head Island from nearby Bluffton.
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Look beyond investment performance. A comprehensive financial advisor should help coordinate retirement income, investment management, tax-efficient withdrawal strategies, and estate planning considerations. Understanding how your advisor is compensated and whether they operate as a fiduciary is equally important.
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Our office is located at 255 New Riverside Village Way, Unit 202, Bluffton, SC 29910. We serve Hilton Head Island residents and surrounding Lowcountry communities, offering personalized financial planning and in-person meetings at our Bluffton office.