Our Story

Senior partner Neil Burns founded Coastal Wealth to provide financial planning and investment advisory services to complement the income and estate tax planning services provided by his law partnership, Burns & Hoffmann, Attorneys.  Clients of the two firms have access to professionals with experience in all financial disciplines and the expertise to solve their most complex financial concerns.

We take great pride in the extended relationships our firm has with our clients. Many of those relationships are measured in decades, some as long as 40 years and some into their third generation. Such relationships cannot be measured merely in years; they are measured in memories. We have celebrated birthdays and weddings, bar mitzvahs, retirements and 50th anniversaries. We have celebrated entire lives and mourned their passing. Our clients are friends and family. 

Although change is inevitable, in business as well as life, continuity is important. Not only have our clients remained constant, our team has remained constant, again measured in decades of association. Ellen FitzPatrick, director of client services, will soon celebrate her 30th year with the firm. Financial advisor Daniela Radu logs more than 20 years onsite and several more prior to that in a consultative capacity. Other team members of our associate firm have tenures exceeding 15 years. We believe loyalty is an important value and a two-way street.

New to our team is managing partner Scott Holmes. With 20 years of professional financial experience, Scott is prepared to help Coastal Wealth meet its own second-generation issues, and carry on the family-like tradition we’ve long cultivated. He is tasked with maintaining our culture and leading the company for years to come.

Our entire team strives to provide our clients with professional, objective, and caring financial advice. We are here to listen, understand, and help. We seek creative solutions to individual needs and to meet individual goals.

Our story is just beginning. We have many more financial issues to resolve and many more memories to create.

*Tax preparation services provided by Burns & Hoffmann, Attorneys at Law, are separate and unrelated to Commonwealth