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Flavio Medeiros

Flavio Medeiros

Flavio Medeiros

Founder & Financial Advisor

Retirement today is more complex than ever. My goal is to help individuals and families simplify the process with personalized guidance focused on retirement income, investments, risk management, tax-efficient strategies, and long-term financial confidence.

As the founder of Coast Wealth Management, I work with clients locally in Myrtle Beach and virtually across the country to create strategies designed around their goals—not generic one-size-fits-all plans.

More About Flavio

For many people, retirement planning can feel overwhelming. Between market volatility, rising healthcare costs, taxes, and income planning, it’s easy to feel uncertain about whether you’re truly prepared. That’s why I focus on building clear, practical financial strategies designed to help clients move toward retirement with greater confidence and clarity.

I believe financial advice should feel personal—not transactional. Whether someone is approaching retirement, already retired, changing careers, or planning for the next chapter of life, I strive to provide guidance that is straightforward, educational, and centered around long-term relationships. My approach combines retirement income planning, investment management, wealth preservation, and financial education to help clients make informed decisions for themselves and their families.

Our Process

We take a personalized approach to retirement and financial planning, helping clients create strategies tailored to their goals, lifestyle, and comfort with risk.

Our Philosophy

Financial planning should be understandable, practical, and built around real life—not complicated jargon or one-size-fits-all solutions.

Areas of Focus

Retirement income planning, investment management, 401(k) rollovers, wealth preservation, and long-term financial guidance.

A Fiduciary, Fee-Based Approach to Financial Guidance

A Fiduciary, Fee-Based Approach to Financial Guidance

At Coast Wealth Management, we operate as a fiduciary and fee-based advisory firm, which means your best interests come first. Our focus is on building long-term relationships through objective guidance, personalized strategies, and transparent financial planning designed around your goals—not product quotas or sales pressure.

Schedule Your Strategy Call with Flavio