Our Core Values

Coastal Family Core Values

Helping Clients to See Who We Are and What We Stand For.


  • Definition:
    • The quality of being honest and having strong moral principles; moral uprightness.
  • Why it is important:
    • It is our Truth, our Genuineness and our Authenticity that creates the heart of this firm. And it is in serving people that we find our life’s meaning – not in our paychecks!


  • Definition:
    • The state or quality of being dedicated to a cause and/or an activity.
  • Why it is important:
    • We choose to be here and we choose to work with you because that is who we are and what we are about. We strive for excellence – not perfection.


  • Definition:
    • The ability to understand and share the feelings of another.
  • Why it is important:
    • Being Human is never easy; in fact, it can often be messy and life is filled with difficult tasks, situations and moments. As a result, we take great pride in having the gift of Empathy – a requirement to serve at our Firm!


  • Definition:
    • The quality of bending easily without breaking.
  • Why it is so important:
    • Flexibility is vital for financial firms to navigate the dynamic nature of markets, adapt to regulatory changes, and incorporate evolving technologies. And it is a key factor in maintaining competitiveness and ensuring long-term success.


  • Definition:
    • The quality of being friendly, generous, and considerate.
  • Why it is so important:
    • Because our team is not housed in a single fixed location, we place an emphasis on serving the communities in which we each live throughout the country. Creating a legacy means it matters that each team member cares more about their communities in which they live than just breathing air and making money!


  • Definition:
    • Allowing light to pass through so that objects behind can be distinctly seen.
  • Why it is so important:
    • Decisions can be best made when all the facts that can be known truly are. We are Fiduciaries and it is our role, our mission and our responsibility to be totally transparent. And because you deserve to work with people who are just like you – upfront, honest  and truthful – we believe it is simply the right thing to do!

These are more than words to us.  Their meanings are well known and understood.  But applying them to day to day interactions in all that we do is what we feel sets us apart. So that is why our Core Values exist.

We list these Core Values here because they not only remind us of what we believe but they serve as beacons for you to examine everything we do in the communities that we serve, the service that we provide as well as the work that we do, including the deliverables we present to you.

Authenticity, empathy, and a penchant for tackling complex issues are hallmarks of our firm’s success.  Remember, if it was easy, everyone would do what we do.

We look for these same traits in the businesses, families, and individuals we work with daily.

Our mission is highly focused on providing you with advice, giving you clear direction and bringing calmness to your mind.


Main Number:

Office: 774-219-7798

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Coastal Family Wealth Advisors