Tanner Carroll

M. Tanner Carroll

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.

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.

(843) 742-1096 ✉️tanner@coastwealthgroup.com Schedule a Meeting

More About Tanner

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.

Born and raised in South Carolina, Tanner Carroll is proud to call Aynor home. His strong ties to the Grand Strand and active involvement in the local community reflect his passion for serving the people who live and work here. Tanner graduated from Coastal Carolina University with a degree in Finance and is dedicated to helping clients make informed financial decisions with confidence.

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

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.