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About Us
About Coast Wealth
Focused On Your Future.
Coast Wealth Management is an independent, fiduciary financial advisory firm based in Myrtle Beach, SC. We help individuals, families, and small business owners across Charleston, Wilmington, and the entire U.S. navigate retirement and investment decisions with clarity and confidence.
Founded on the belief that retirement planning doesn’t need to be complicated or product-driven, we provide personalized financial guidance backed by top-tier custodians like Charles Schwab and Altruist—giving you access to a wide range of investment options without the constraints of a corporate agenda.
What’s a Fiduciary?
Fiduciary (n.):
A person or firm legally bound to prioritize your financial interests above their own.
A fiduciary is legally and ethically required to act in your best interest. A broker at a brokerage is more transactional and navigates compliance instead of ethics.
At Coast Wealth, we embrace this standard wholeheartedly. Every recommendation we make is guided by your goals, your values, and your future—not commissions or company kickbacks.
Meet Our Founder & Lead Advisor
Flavio Medeiros is the founder and lead investment advisor at Coast Wealth Management. He also owns Charter Financial Group of Carolina, an Insurance agency in Myrtle Beach. With a background in both personal finance and entrepreneurship, Flavio brings 2 decades of experience helping individuals and families build retirement strategies that are clear, efficient, and aligned with their long-term goals.
As a fiduciary, Flavio’s approach is always client-first, delivering personalized guidance without the pressure of product sales or corporate influence.
He works closely with every client, offering hands-on support through both in-person and virtual meetings.
A veteran and family man, Flavio is married to Dawn, has 3 boys; Devin, Nathan, and Henry. He has called the Myrtle Beach area home for years and is proud to serve clients throughout the Carolina coast and beyond.
Have A Question?
How do I roll over my 401(k) without triggering taxes?
We guide you through a tax-smart rollover process, helping you move old employer plans into accounts aligned with your retirement strategy—without penalties or surprises.
What’s the difference between one-time planning and ongoing investment management?
One-time planning is ideal if you want a comprehensive retirement roadmap but prefer to manage your own investments. Ongoing investment management includes continuous portfolio oversight, strategy adjustments, and regular reviews.
Can I work with Coast Wealth if I live outside South Carolina?
Yes! We serve clients virtually across many states and can meet with you by video to deliver the same high-touch experience no matter where you live.
Why work with a fiduciary, fee-based financial planner?
Working with a fiduciary means your financial advisor is legally and ethically required to put your best interests first. As a fee-based planner, Coast Wealth offers objective, personalized retirement strategies with transparent pricing and no pressure to follow a one-size-fits-all approach. You get guidance that’s focused on your goals—not driven by sales quotas or outside agendas.
Those are just some of the most common questions we hear from clients in Myrtle Beach, Charleston, Wilmington—and from across the country in our virtual consultations.
To get your answers, just contact us below by filling out this discovery form.
Step #1: Schedule Your Discovery Call
If you don’t see a time that works for you, reach out to 843-855-4910. There is no cost or obligation to find out if we can help you.
Retirement and investment guidance for individuals, families, and small business owners across Myrtle Beach, Charleston, Wilmington, and beyond.
Company
Address:
1000 21st Ave N, Suite 12
Myrtle Beach SC 29577
Phone:
843-855-4910
Email:
[email protected]
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Copyright 2025. All rights reserved.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Coast Wealth Management Group LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.