Coastal Bridge Advisors

October 13, 20250

Coastal Bridge Advisors is an independent wealth management and investment advisory firm in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA. Our dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

"At Coastal Bridge Advisors, everything we do is for the people we serve. We believe building financial security is like constructing a lasting bridge—it requires a strong foundation, careful planning, and ongoing support. Our team works closely with clients, helping them navigate challenges and achieve their goals with confidence. With our highly credentialed professionals, we solve complex issues and are always ready to assist. Welcome to Coastal Bridge Advisors. "
– Kevin G. Burns, Partner, Chairman

CoastalBridgeAdvisors.com