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About Coastal Financial

At Coastal Financial, we want to understand what is most important to you and help you navigate the tides of life. Keith Clark is dedicated to advising you for your investment and financial needs. From saving for a comfortable and assured retirement, a child's college or trade school education, your business retirement plan, buying a home or even leaving a legacy for your family or a benevolent cause. Coastal Financial was established by Keith Clark to provide the highest quality personal service, with our clients having the freedom to choose what best fits their needs, goals, and values. Since 1992, Keith has been helping clients pursue what matters most to them and their families. He will work closely with you to build a plan that is personally tailored to meet your goals. 

At Coastal Financial, our goal is to provide premier services to our select clients where we want to be everything to a few instead of something to everyone. We intentionally limit the size of our business to purposefully provide exceptional support for our high net worth clientele.

Client Centered

The mission of Coastal Financial is to apply the principles of trust, honesty, respect, integrity and commitment to our clients and to develop strong, multi-generational relationships for life. When you partner with Coastal Financial, we pledge to provide you with the highest personal and professional services possible using quality products to help achieve your life's financial goals.

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