FINANCIAL COACH

Overview

Financial Coach is an independent registered investment adviser founded in 2015 that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its stated advisory activity centers on tailored planning and discretionary portfolio management rather than acting as a capital allocator or institutional pension consultant. The firm is not identified as an active ESG investor. Investment activity shows a clear tilt toward public fund strategies and broad-market indexed exposures. Public mutual funds and ETFs make up the bulk of client assets, with the Vanguard World Fund identified as the single largest holding on recent filings. The firm’s model appears to emphasize scalable, liquid investment vehicles to implement client portfolios, using discretion on most assets while retaining some fixed-fee and hourly planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices