Coastline Complete Wealth Featured in InvestmentNews

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Nov 3

Featured in InvestmentNews · September 16, 2026

Coastline Complete Wealth is featured in InvestmentNews’ “Southern RIAs Find Strength in Niche Expertise,” which explores how advisory firms across the South build their practices around specialized services and close client relationships.

The feature highlights Brandon M. Cox’s focus on helping retirees and those nearing retirement coordinate income and tax planning. It also discusses how Coastline’s transition to an independent registered investment adviser gave the team greater flexibility to shape the client experience.

Read the feature for more about Coastline’s approach and the other firms included.

Read the Feature on InvestmentNews

Brandon M. Cox, CFP®

Brandon founded Coastline Complete Wealth in June 2023 with a clear purpose: to serve clients better, embrace his role as a fiduciary, and remove conflicts of interest. Since beginning his career in 2010, much of it at a large national firm, he repeatedly asked himself one question—how can this be done better? CCW is the answer to that pursuit. The firm transitioned to a fully independent, SEC-registered investment adviser in December 2025.

Brandon has been recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network. Brandon is also the author of Lowcountry Retirement: A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning.

Learn more about Brandon.