Gulf Coast Financial Advisors

Gulf Coast Financial Advisors is a locally owned and independent financial planning, investment management, and tax planning practice. We are based in Fairhope and Orange Beach, Alabama, and proudly serve clients throughout the state and in other jurisdictions where we are registered or exempted. Our firm is registered as an investment adviser with the Securities and Exchange Commission (SEC), and we take our responsibility as a fiduciary seriously, prioritizing our clients' goals and dreams above all else. We have no sales quotas or proprietary products and are committed to providing honest, common-sense based financial guidance, investment management, and financial planning.

Our Team

Our team is made up of experienced professionals who are dedicated to serving our clients' unique needs. Our advisors include Josh Null, Michelle Lee, Melton, J.D., and Payton Null. Each of us brings a unique perspective and skillset to the table, allowing us to offer a well-rounded and customized approach to financial planning and investment management.

What We Do

At Gulf Coast Financial Advisors, we offer a variety of services designed to help our clients achieve their financial goals. These services include:

• Investment Management: We offer investment management services for individuals, families, and businesses. Our approach is based on a deep understanding of our clients' unique needs, goals, and risk tolerance. We use this information to create a customized investment portfolio that is designed to help our clients grow and protect their wealth.

• Wealth Management: Our wealth management services go beyond investment management to include holistic financial planning and tax planning. We work with our clients to create a comprehensive financial plan that takes into account all aspects of their financial life, including retirement planning, estate planning, and risk management.

• Tax Planning: Our team includes experienced tax professionals who can help our clients navigate the complex world of taxes. We work with our clients to minimize their tax liability and maximize their financial resources.

• Business Owner Planning: We offer specialized planning services for business owners, including cash balance plans, buy-sell agreement funding, and non-qualified deferred compensation.

• 401(k) Retirement Plans: We help businesses set up and manage 401(k) retirement plans, providing investment management and fiduciary services.

• Financial Planning: We work with individuals and families to create customized financial plans that take into account their unique needs and goals.

At Gulf Coast Financial Advisors, we are committed to providing our clients with the highest level of service and expertise. We believe that everyone deserves access to honest, common-sense based financial guidance, and we are proud to serve as local fiduciary-based financial advisors. We offer a unique blend of financial planning and tax planning, with a focus on the individual's unique situation, not out-of-the-box cookie cutter solutions. If you are looking for an advisor, not a salesperson, we invite you to set up a no pressure, no obligation 15-minute chat with us today.