Brandon M. Cox joins host Robyn Zimmerman to introduce Coastline Complete Wealth and share what inspired him to establish an independent financial advisory firm in Bluffton.
The interview explores his work with retirees and those preparing for retirement, along with his book, Lowcountry Retirement.
Watch the conversation to learn more about Brandon and the firm.
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.
