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Independent Financial Advisory Practice

As fiduciaries to our clients, we believe that advice should be unbiased, unconstrained, and understandable. We strive to provide a wide range of financial education to our clients on a personal level and in a conflict free environment.

Our practice selects industry leading software to analyze, and prepare financial planning documents to help our clients reach their financial goals with certainty. We’ve seen different aspects of the wealth management industry and have taken what works best and eliminated what doesn’t. We don’t create financial products, and we aren’t incentivized to use proprietary products.

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Our Team

Robert Marsh, AWMA ®

Financial Advisor, President

Robert is Co-Founder of Gulf Coast Advisors, Inc. Robert has lived in Florida most of his life, and has lived in the Palm Harbor area for over 17 years. He is devoted to his growing family and that devotion is what led to this firm...

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Gary Ross

Financial Advisor, CEO

Gary Ross is co-founder and CEO of Gulf Coast Advisors Inc. His career in the investment and financial advisory profession began in 2011 with Coastal Equities Inc. His vision is to help families prepare for a worry-free retirement...

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Michael Shane Moore, CPA


Shane relocated to the local area approximately 20 years ago after spending most of his childhood in Texas. Shane's passion for accounting and tax began at an early age and inspired him in his education pursuits. Shane is a graduate of...

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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