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Insurance Planning

Brokerage Services

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

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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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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Kari March

Wealth Manager

Kari has over four decades of experience in stock trading and financial planning, including membership on the Chicago Board of Trade, the Chicago Board Options Exchange and the American Stock Exchange. Kari specializes in investments...
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