Brandon M. Cox, CFP®, Certified Financial Fiduciary®
Financial Advisor
“We believe a great financial plan is more than just monitoring an investment portfolio. It’s making sure our clients have a clearly defined estate plan that aims to maximize earnings potential, is tax efficient, and helps to achieve clients’ long term financial goals. Perhaps the most important part of this is consistent communication with our clients and making the necessary adjustments as their lives change.”
Brandon founded Coastline Complete Wealth 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.
In 2023, Brandon was recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Financial Fiduciary® and he earned the Accredited Asset Management Specialist certification through the College of Financial Planning.
Brandon traded Indiana for the Lowcountry and hasn’t looked back. He and his wife, Amanda, are raising two young daughters, Hannah and Caroline, who keep life fun—and busy! When he’s not cheering them on at a volleyball game, you’ll usually find him on the boat with his family or out with a rod in hand, soaking up the coastal life.
