Coastal Bridge Advisors

10/17/2026

Celebrating 18 years of Coastal Bridge Advisors!

For nearly two decades, we’ve been proud to build lasting relationships, support our clients through every stage of their financial journeys, and grow alongside the communities we serve.

As we celebrate this milestone, we extend our sincere gratitude to our clients, colleagues, and community partners who have been part of our story.

We look forward to building on this foundation in the years to come.

10/15/2026

Planning for healthcare expenses is an important part of your overall financial well-being.

National Health Savings Account Day serves as a reminder to consider how an HSA can fit into your broader financial plan. If you have questions about incorporating healthcare savings into your financial strategy, the team at Coastal Bridge Advisors is here to help.

10/12/2026

Happy National Savings Day!

Saving is about more than setting money aside—it’s about building habits that support the goals that matter to you. Whether you’re preparing for a major milestone, planning for retirement, or simply looking ahead, consistent saving can play an important role in your overall financial plan.

Today is a good opportunity to check in on your goals, review your savings strategy, and make sure your plan continues to reflect where you’re headed.

10/07/2026

Today is World Financial Planning Day—a reminder that financial planning is about more than numbers. It’s about understanding where you are today, where you want to go, and developing a plan that reflects your goals and priorities.

At Coastal Bridge Advisors, we work with individuals, families, and businesses to navigate financial decisions through every stage of life.

09/22/2026

Welcoming the first day of fall. 🍂

A new season brings a fresh perspective and a reminder to enjoy all that’s ahead. Wishing everyone a wonderful fall season from Coastal Bridge Advisors!

09/21/2026

The Fed’s latest rate hike reinforces a higher-for-longer policy stance, but the market reaction was more nuanced. Longer-term Treasury yields moved lower, equities rallied, and the Fed’s updated economic projections now look more consistent with where market interest rates are already trading. Read the latest from Matt Gentzkow:

Matt Gentzkow explores.

09/15/2026

The Coastal Bridge Advisors team took on the Sterling Community Center’s Down & Dirty 5K! 🏃‍♀️

From the beach to the mud, our team had a great time taking on the course and cheering each other on along the way. We’re proud to support the Sterling Community Center and be part of such a fun community event.

Thanks to everyone who came out and made it a great day!

09/07/2026

Today, we celebrate the hard work and dedication of people across our workplaces and communities. Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

08/28/2026

Not everyone supporting a retirement plan has the same responsibilities.

Understanding the difference between a fiduciary advisor and a broker of record can help plan sponsors better understand who is responsible for investment oversight, decision-making, and ongoing plan governance.

Knowing who has formally accepted fiduciary responsibility is an important part of maintaining a thoughtful and well-documented process.

Contact Coastal Bridge Advisors to learn more.

08/14/2026

Today is National Financial Awareness Day!

It's a great reminder to take a closer look at your financial picture. Whether it's reviewing your budget, checking in on your savings goals, or organizing your financial priorities, small steps can help you stay focused on what matters to you.