Our Mission is Helping You Make Informed Decisions
We built Coastline on the belief that wealth is about more than just numbers. It is about people, families, and the futures they are working toward. From the very beginning, our mission has been to help clients make informed decisions about their finances with clarity, confidence, and purpose.
Founded in 2012 by Garrett and Cindy Taylor, Coastline began with a vision of serving the community and offering an alternative to one-size-fits-all financial advice. What started as a local practice has grown into a firm serving clients across the country, but our guiding principles remain the same.
Integrity, collaboration, expertise, trust, and a client-centered approach define who we are. We always put our clients’ best interests first, fostering true partnerships that align financial plans with personal goals. Our team is deeply knowledgeable and continuously evolving to meet the changing needs of those we serve. At the heart of every relationship is trust, built through transparency, reliability, and long-term commitment. And everything we do begins with you, your vision, your values, and your definition of success.
What makes Coastline unique is our team-based approach. Every advisor brings a different background and perspective, ensuring that no matter where you are in life—building a business, advancing your career, preparing for retirement, or creating a family legacy, you will always have the right expertise by your side.
Our mission is enduring: to guide people toward lives of purpose and impact, helping them achieve their goals today while building a legacy that lasts for generations.
