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.
Our Team
Robert Marsh, AWMA ®
Financial Advisor, Managing Partner
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 21 years. He is devoted to his large family and that devotion is what led to this firm...
Kari March
Wealth Manager
Evelyn Brizendine
Executive Assistant
Evelyn is a native of Safety Harbor, Florida. After graduating from high school, Evelyn enlisted in the United States Navy where she spent the next 10.5 years. Evelyn continues to serve in the Navy as a reservist. Evelyn graduated from...