Founded in 1995 by David Coats, Coats Financial Planning, Inc. operates as a fiduciary, providing objective financial advice and investment management services. The firm specializes in creating personalized financial plans for busy professionals and retirees, focusing on areas such as retirement planning, investment strategy, and wealth management. As a fee-only firm, its revenue comes directly from clients, not from commissions on financial products, which is intended to align its interests with those of its clients.

Founded in

United States