Streamline your practice.
Maximize your success.

Gain the freedom and support to shape your financial practice your way with Coastal Wealth.

Amplify Your Growth

Our full-service model is designed for your complete success.

OPTIMIZE YOUR COMPENSATION

Expand Your Book of Quality Leads & Increase Efficiency With Back Office Support.

OPTIMIZE YOUR PRODUCTIVITY

Utilize Back Office Support, coaching & cutting edge technology.

BUILD YOUR CAPACITY

Leverage your existing business owner relationships with advanced business planning strategies.

BUILD YOUR BRAND & GET NEW CLIENTS

Gain in-house marketing professionals on your team!

SCALE YOUR PRACTICE

Become more with Back Office Support, Recruiting, Succession Planning, Training & Development.

MAXIMIZE YOUR PRACTICE VALUE

Sell for more by understanding value drivers, and with M&A.

We solve problems for experienced Financial Advisors who love their independence, but are working too hard for it.

It’s no secret, you make the most revenue when you are client facing. First Financial Group has a structure around all of this so you can spend your valuable time where it actually brings the most value. Regain time doing what you do best and stop acting as the entire C-Suite, providing back office support, maintaining compliance, handling marketing, and wearing all the hats in your financial practice.

Simplify your practice

Amplify your outcome

Live More!

Take Charge Of Your Career

Our full-service model is designed for your complete success.
Coastal Wealth - Concierge brochure 2

Discover how partnering with Coastal Wealth can empower ambitious Financial Advisors to achieve scalable, sustainable growth.

Are you leaving growth money leisure fun on the table?

Concentrate on what truly matters and eliminate revenue drag.

AUA/AUAM
0 B*
Average recaptured cash flow for our advisors in 2021-2022
0 K
Advisors joined CW in 2022 - 2023
0
Average amount of hourly time advisors reported regaining on a weekly basis in 2022
0 +

Elevate your business while maintaining your independence.

Are you a motivated Financial Professional ready for boundless growth?

By joining Coastal Wealth, you will...

45+ years of helping clients and advisors live a great financial life.

Headquartered in Fort Lauderdale, FL, Coastal Wealth is a leading independent financial services firm dedicated to helping individuals, families, and business owners build wealth and achieve financial success.

At Coastal Wealth, our passion lies in delivering exceptional service to our clients and fostering a win-win culture that nurtures the growth of our advisors.

OUR PURPOSE

We safeguard and optimize cash flow at Coastal Wealth.

WHAT WE DO

We help our clients live a great financial life.

WHAT WE BELIEVE

Prioritize what’s best for the client and success will follow.

WAYS TO WORK WITH US

JOIN COASTAL WEALTH
GET CONNECTED

Work from one of our 10+ offices in Florida or remotely. We’ll craft a personalized Coastal Wealth branding package that integrates you as a crucial team member.

YOUR OWN DBA
STAY INDEPENDENT
Keep your unique brand and only take advantage of FFG’s of support, including back office staff, coaching, and resources to maximize your business’ growth.

Become part of our Coastal family.

LET'S TALK.

Book a confidential call to discuss your needs, what you are seeking, and how First Financial Group can help you amplify your growth.

We’ll be your guide.