Flavio Medeiros

Helping people build wealth, grow careers, and retire right

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Coast Wealth Management Flavio Medeiros
Myrtle Beach, SC

Serving Clients Nationwide

Helping people build wealth, grow careers, and retire right

22 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Divorce Financial Planning
  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Social Security

About Flavio Medeiros

Hi I'm Flavio. 👋 I'm behind Coast Wealth Management Group, where I combine my passion for empowering individuals and businesses with strategic financial guidance.

I'm a Navy Veteran and live in South Carolina, serving anyone nationwide.

With a specialization in retirement planning, including expertise in 401(k) rollovers, retirement income, and business retirement plans, I bring a wealth of knowledge to those navigating the complexities of preparing for a secure future.

I can also offer comprehensive financial solutions across various aspects of wealth management. From investment strategies and insurance options to personalized financial planning, I'm dedicated to helping clients achieve their financial goals with confidence and clarity.

Primary Location

1000 21st Ave N, Suite 12 Myrtle Beach, SC 29577

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Based
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. Working with us is easy. We make sure you understand what you have, the risk you're taking, and what your options are. There's no obligation or cost to meet or talk with us. We can chat on the phone/zoom for an initial review, come to your home, or you can visit our Myrtle Beach office. I look forward to speaking with you.

Offers Investment Management

Yes

About Coast Wealth Management

Welcome to Coast Wealth Management Group!

We're your go-to team for smart retirement and investment strategies, whether you're planning for tomorrow or years down the line, we're here to guide you through every financial decision with personalized advice and solutions that fit just right.

Let's navigate your financial journey together, making every step clearer and your future brighter.

We're located in Myrtle Beach, SC but service nationwide.

Investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Coast Wealth Management is not affiliated with Integrity Wealth.

Education

The College of Westchester, Bachelor of Business Administration (BBA), Business Administration and Management, General

Hobbies and Interests

  • Beach
  • Billiards
  • Boating
  • Computer
  • Eating Out
  • Family
  • Football
  • Hockey
  • Movies
  • Writing

Who We Serve

  • Artists
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Caregivers
  • Christians
  • College Graduates
  • Content Creators
  • Contractors
  • Couples
  • Dentists
  • Divorce
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • Hispanic | Latino
  • Individuals
  • Intergenerational Families
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • Military
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Parents
  • Physicians
  • Professional Athletes
  • Real Estate Agents
  • Remote Workers
  • Sales Professionals
  • Scientists
  • Single Women
  • Technology Professionals
  • Therapists
  • Veterans
  • Widow
  • Women in Transition
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 8, 2025
Flavio is amazing at his job and so personable! He has helped me and my husband so much so far and we’ve only begun our journey together. I would recommend him as a financial advisor to anyone who needs it, especially younger people who many advisors look over!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nicole Maliszewski
Nicole Maliszewski

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
Flavio was terrific the past year helping me with changing plans due to a move. Then again after the need to update my plan for the coming year!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susan Provost
Susan Provost

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 20, 2024
Flavio has been more than helpful in transitioning and managing my accounts. He has made himself available to me and explained things for this math idiot in a way I can understand. Would highly recommend him to be your financial advisor, I know I’m glad he is mine!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cookie McMillan
Cookie McMillan

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 30, 2024
I was not happy with my previous advisor. Then I met Flavio, he put my mind at ease, made me feel like an actual person not just someone investing my money. Felt like I have known him all my life. Very happy with my decision! I highly recommend him. I have referred 2 people to him already! Thanks Flavio
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dawn Morea
Dawn Morea

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
Very professional service. Got me better than what I expected.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kevin Robitaille
Kevin Robitaille

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
Great
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sara Worley
Sara Worley

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 11, 2024
Flavio is always available to answer any questions you have. He gets back to you quickly. We feel confident that he is going to invest our money wisely
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for bill hatch
bill hatch

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 7, 2024
We have been very pleased working with Flavio to achieve our financial needs. He has explained our investments throughly to us and has always quickly gotten back to us on questions we have had. He has also met with us whenever it was necessary to sign paperwork or go over our accounts with us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for June Schubert
June Schubert

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 7, 2024
Flavio is wonderful! He has always been so helpful and genuinely seems to care about what decisions we make. We have been very happy and satisfied him and the services he provided!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Just Vonna
Just Vonna

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 23, 2024
I would like to give a big shout out to the Coast Wealth Management Group and to Flavio Medeiros for the outstanding work Flavio did in fulfliing my needs for financial products. I was in need of diversifying my portfolio and Flavio hit a home run, out of the park. Flavio was very patient and did not push anything on me. He took the time to get to know me, what I wanted , my concerns and my goals. After several visits, he came up with a financial plan, explained everything to me , made sure I had a good understanding and was comfortable with this. Now I don't have to be as concerned about market volatility and can do what I should be doing in retirement: enjoying it. Thank you, Flavio and thank you Coast wealth. I look forward to our partnership for many , many years !
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for david valentine
david valentine

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 7, 2024
Flavio was very helpful, knowledgeable, and personable. He helped my husband and I plan our future. He helped moved stuff around that we do not understand. He had to make several phone calls and trips to our house. Not everything thing in life is black and white, and he helped fill in the gray area. Now this burden was lifted from me and I have somebody to go too when need be. Thank you for your help. The Pothier's
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Donna Pothier
Donna Pothier

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 11, 2024
Very easy process!! Easy to deal with too!! Will definitely recommend!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ron
Ron

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 3, 2023
Working with Flavio Medieros was a great experience. So comfortable and so knowledgeable. I was very pleased with the end results as well. Everything was explained to me so that I could easily understand the process. Also, its nice knowing you have someone to contact and they will be there for you.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Judy Kaminski
Judy Kaminski

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
Flavio he's the man. Just a phone call away questions he's got the answer
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jorge Rodriguez
Jorge Rodriguez

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
Very knowledgeable on Medicare and supplements. He gave us options on supplement plans that took into account our health, dental and vision needs We did not at any time feel pressured to use one plan over another. Flavio was able to answer my questions. If he did not know an answer he would research the information and get back to me quickly. He was also very helpful in consolidating my retirement plans. I would have been very lost without his help. All communications were clear and concise. I would definitely recommend Flavio for your financial and Medicare needs
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anna Bryant
Anna Bryant

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 26, 2023
Flavio was a huge help to me at the last minute, and worked with me seamlessly in getting the tasks done
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kate Magill
Kate Magill

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 23, 2023
To whom it may concern! I am very satisfied with the service and care received with this company. My experience with my agent was very professional and helpful. Leola Wilson
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Leola Wilson
Leola Wilson

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 17, 2022
I very much appreciated Flavio's patience with me. He made every effort to make my wife and I understand and feel comfortable with the investment products which would help us in our retirement!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marc Schantz
Marc Schantz

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 3, 2022
Flavio is very helpful with direction in my financial as well as my health care concerns. He is always available to answer questions or send necessary forms I need. I am confident I am heading in the right direction with Charter Financial on my side.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thomas Jones
Thomas Jones

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2022
Its great I like it...
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Loran Reaves
Loran Reaves

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 15, 2022
Charter Financial Group is so helpful. Definitely will help you make the best decision and safe you money.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thea Sweeney
Thea Sweeney

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 11, 2022
   
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Essy Piazza
Essy Piazza