Trusted Fee-Only Fiduciary No-Conflict No-Commission Financial Advisors
Experience the difference of working with a trusted financial advisor who puts your interests first
CoastalFA is a fee-only and fiduciary financial advisor firm founded in 2000 by Dennis O'Brien. We are committed to providing objective and transparent financial advice that puts our clients' interests first.
With offices in Farmingdale, NJ, and Canaan, NH, we serve clients nationwide through in-person and virtual meetings. We believe everyone deserves access to sound financial guidance, regardless of location.
Fee-Only
Our transparent fee-only billing model eliminates surprises and hidden fees, so you can better understand the cost of our services upfront. This approach often saves clients significant money and prevents conflicts of interest compared to a commission-based fee structure that many brokers use.
Fiduciary
We are proud members of the Ed Slott Elite IRA Advisor Group, a network of highly trained professionals specializing in IRA planning and distribution strategies. This affiliation gives us access to cutting-edge research and resources to help you maximize your retirement savings.
How We Can Help You
Comprehensive Financial Planning. Create a roadmap for your financial future, addressing retirement planning, investment management, and estate planning, as well as Medicare and Social Security Planning.
Business Owner Services. Develop customized strategies for business formation, retirement plan selection, and succession planning.
Divorce Financial Planning. Navigate the financial complexities of divorce with confidence and secure your financial well-being.
College Planning. Develop a plan to save for college, maximize financial aid, and make informed decisions about higher education.
Meet Our Founder
Dennis K. O'Brien, President & Founder
As a fee-only financial advisor, he is dedicated to helping families, non-profits, and businesses reach their financial goals.
Dennis is a member of the following financial advisor and tax-oriented professional associations.
Member Of
