Brandon Cox (CFP®)
Brandon Cox focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
My practice is focused primarily on helping retirees and families approaching retirement manage the financial complexities that come with this stage of life. My three primary areas of focus are tax planning, retirement income planning, and comprehensive wealth management. We help clients determine how much they can comfortably spend in retirement, where that income should come from, and how their investment, tax, Social Security, Medicare, and estate planning decisions work together. Tax planning is a significant part of our work. We look beyond the current tax year for opportunities involving Roth conversions, capital gains, required minimum distributions, charitable giving, Medicare IRMAA, and the potential tax consequences of eventually losing a spouse. Our goal is to bring all of these decisions together into one coordinated retirement strategy rather than managing investments, taxes, and income as separate issues.Additional Information
Brandon founded Coastline Complete Wealth in June 2023 with a clear purpose: to serve clients better, embrace his role as a fiduciary, and remove conflicts of interest. Since beginning his career in 2010, much of it at a large national firm, he repeatedly asked himself one question—how can this be done better? CCW is the answer to that pursuit. Brandon has been recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network. Brandon is also the author of Lowcountry Retirement: A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning. Brandon traded Indiana for the Lowcountry and hasn’t looked back. He and his wife, Amanda, are raising two young daughters, Hannah and Caroline, who keep life fun—and busy! When he’s not cheering them on at a volleyball game, you’ll usually find him on the boat with his family or out with a rod in hand, soaking up the coastal life. 2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award informationNAPFA Start Date
August 17, 2026
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